TAX LIEN PERFORMANCE, LLC
Firm details
- Headquarters
- ANAHEIM, California
- CRD number
- 314037
- Website
- taxlienperformance.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Joanna Musa
Chief Executive OfficerCRD 7559164
Contacts
1 of 1Victor Vilmont
Managing DirectorCRD 7360469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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