TAX LIEN PERFORMANCE, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ANAHEIM, California
CRD number
314037

Firm profile

FINTRX

Overview

Tax Lien Performance, LLC is organized as a limited liability company that serves as a sponsor and acting general partner/managing member of pooled investment vehicles. The firm’s public profile centers on a private real estate fund and its name indicates a specialization in tax-lien–related assets. The firm is not identified as a multi-state adviser, an active ESG investor, a capital allocator, a pension consultant, or a related adviser. Ownership is listed as a mix of a domestic entity and individuals. Industry filings describe Tax Lien Performance, LLC in sponsor and GP roles rather than as a traditional advisory business that manages retail or institutional wrap accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Joanna Musa

    Chief Executive OfficerCRD 7559164

Contacts

1 of 1
  • Victor Vilmont

    Managing DirectorCRD 7360469

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ANAHEIM, CA

ORANGE

Location

ANAHEIM, CA

Headquartered in ANAHEIM, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
201 E Center St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth