Optimal Tax Asset Management

Updated today

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

No Active Advisors

Clients per advisor

—

Average account size

—

Client services

Provide advice to etf

Main office location

Optimal Tax Asset Management

500 108 Th Ave Ne, Suite 1100

Bellevue WA 98004, United States

Number of offices

Most active in

Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (425)-523-1044

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