Overview
Assets Under Management: $173 million
Headquarters: PLYMOUTH, MN
High-Net-Worth Clients: 41
Average Client Assets: $2.0 million
Frequently Asked Questions
WORK OPTIONAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143430), WORK OPTIONAL, INC. is subject to fiduciary duty under federal law.
WORK OPTIONAL, INC. is headquartered in PLYMOUTH, MN.
WORK OPTIONAL, INC. serves 41 high-net-worth clients according to their SEC filing dated March 17, 2023. View client details ↓
According to their SEC Form ADV, WORK OPTIONAL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
WORK OPTIONAL, INC. manages $173 million in client assets according to their SEC filing dated March 17, 2023.
According to their SEC Form ADV, WORK OPTIONAL, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.16%
Average Client Assets: $2.0 million
Total Client Accounts: 1,092
Discretionary Accounts: 1,062
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 143430
Filing ID: 1712068
Last Filing Date: 2023-03-17 15:05:00