WORK OPTIONAL, INC.
Total AUM
$72M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3360 B ANNAPOLIS LANE NORTH
PLYMOUTH
MN 55447
United States
PLYMOUTH
MN 55447
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Monday - Friday
Phone
952-475-7000
Financials
Total AUM
$72M
Accounts
828Discretionary
$68.3M
Accounts
802Non-Discretionary
$3.7M
Accounts
26
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SEMINARS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAMNTXWI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.