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Anthony Joseph Rossi

Managing Partner, CooOptimal Tax Asset Management, Inc.CRD 6212463

About Anthony Joseph Rossi

Anthony Joseph Rossi is listed as Managing Partner, Coo at Optimal Tax Asset Management, Inc. in Bellevue, WA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Optimal Tax Asset Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Anthony Joseph Rossi work?

Anthony Joseph Rossi is listed as Managing Partner, Coo at Optimal Tax Asset Management, Inc. on SEC Form ADV.

How much of Optimal Tax Asset Management, Inc. does Anthony Joseph Rossi own?

Form ADV reports a beneficial ownership band of 10-25%.

Optimal Tax Asset Management, Inc.

TitleManaging Partner, Coo
Ownership10-25%
Control personYes
Since2025