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Building 2WORK OPTIONAL, INC.

Map pinPLYMOUTH, MN
Phone952-475-7000
NotebookSEC #801-70233
Total AUM
$72M
Employees
8
Clients
0

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
$72M
Accounts
828
Discretionary
$68.3M
Accounts
802
Non-Discretionary
$3.7M
Accounts
26

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SEMINARS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNTXWI

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

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