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Building 2WORK OPTIONAL, INC.

Map pinPLYMOUTH, MN
Phone952-475-7000
NotebookSEC #801-113463
Total AUM
$172.6M
Employees
3
Clients
330

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3360 B ANNAPOLIS LANE NORTH
PLYMOUTH
MN 55447
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
952-475-7000

ReceiptFinancials

Total AUM
$172.6M
Accounts
1,092
Discretionary
$166.8M
Accounts
1,062
Non-Discretionary
$5.8M
Accounts
30

ContactClients

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Individual Clients
267
AUM
$82.7M
HNW Individual Clients
41
AUM
$83.1M
Pension/Profit Sharing Plan Clients
21
AUM
$5.9M
Corporation or Business Clients
1
AUM
$899.2K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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