Managing Partner, COO · Optimal Tax Asset Management
Anthony J. Rossi
CRD 6212463 · Named on Form ADV at one SEC-registered adviser
At a glance
Optimal Tax Asset Management, an SEC-registered asset manager based in Bellevue, WA with $0 in regulatory assets, lists Anthony J. Rossi on its Form ADV as Managing Partner, COO, a control person.
Firms and roles
- Optimal Tax Asset ManagementManaging Partner, COOAsset manager · Bellevue, WA · $0M in regulatory assets
AtlasMembers
Anthony’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Austin S. CollinsManaging Partner, CEO, Optimal Tax Asset Management
- Laura W. McCarthyManaging Partner, CCO, Optimal Tax Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anthony’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.