WORK OPTIONAL, INC.
CRD #143430 SEC #801-113463 PLYMOUTH, MN 952-475-7000
SEC Registered
Total AUM
$172.6M
Discretionary
$166.8M
Employees
3
Clients
251
Accounts
1,092
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $172.6M | $166.8M | $5.8M | 3 | 0 |
| Nov 2022 | $184.6M | $179M | $5.5M | 8 | 0 |
| Mar 2022 | $184.6M | $179M | $5.5M | 8 | 0 |
| Apr 2021 | $167.6M | $157.9M | $9.7M | 8 | 5 |
| Apr 2021 | $167.6M | $157.9M | $9.7M | 8 | 5 |
| Feb 2021 | $167.6M | $157.9M | $9.7M | 8 | 5 |
| Jul 2020 | $150.7M | $145.1M | $5.6M | 9 | 4 |
| Jun 2020 | $150.7M | $145.1M | $5.6M | 9 | 4 |
| Feb 2020 | $150.7M | $145.1M | $5.6M | 9 | 4 |
| Feb 2019 | $118.1M | $114.3M | $3.8M | 9 | 4 |
| Jan 2019 | $118.1M | $114.3M | $3.8M | 9 | 4 |
| Oct 2018 | $112.5M | $109M | $3.5M | 7 | 14 |
| Jul 2018 | $112.5M | $109M | $3.5M | 7 | 14 |
| May 2018 | $112.5M | $109M | $3.5M | 7 | 14 |
| Mar 2012 | $72M | $68.3M | $3.7M | 6 | 300 |
| Mar 2012 | $65.8M | $60.5M | $5.2M | 6 | 500 |
| Mar 2011 | $65.8M | $60.5M | $5.2M | 10 | -- |
| Jan 2011 | $62.7M | $57.1M | $5.6M | 5 | -- |
| Dec 2010 | $62.7M | $57.1M | $5.6M | 5 | -- |
| Jun 2009 | $99.6M | $54.1M | $45.5M | 5 | -- |
DateMar 2023
Total AUM$172.6M
Discretionary$166.8M
Non-Disc.$5.8M
Employees3
Clients0
DateNov 2022
Total AUM$184.6M
Discretionary$179M
Non-Disc.$5.5M
Employees8
Clients0
DateMar 2022
Total AUM$184.6M
Discretionary$179M
Non-Disc.$5.5M
Employees8
Clients0
DateApr 2021
Total AUM$167.6M
Discretionary$157.9M
Non-Disc.$9.7M
Employees8
Clients5
DateApr 2021
Total AUM$167.6M
Discretionary$157.9M
Non-Disc.$9.7M
Employees8
Clients5
DateFeb 2021
Total AUM$167.6M
Discretionary$157.9M
Non-Disc.$9.7M
Employees8
Clients5
DateJul 2020
Total AUM$150.7M
Discretionary$145.1M
Non-Disc.$5.6M
Employees9
Clients4
DateJun 2020
Total AUM$150.7M
Discretionary$145.1M
Non-Disc.$5.6M
Employees9
Clients4
DateFeb 2020
Total AUM$150.7M
Discretionary$145.1M
Non-Disc.$5.6M
Employees9
Clients4
DateFeb 2019
Total AUM$118.1M
Discretionary$114.3M
Non-Disc.$3.8M
Employees9
Clients4
DateJan 2019
Total AUM$118.1M
Discretionary$114.3M
Non-Disc.$3.8M
Employees9
Clients4
DateOct 2018
Total AUM$112.5M
Discretionary$109M
Non-Disc.$3.5M
Employees7
Clients14
DateJul 2018
Total AUM$112.5M
Discretionary$109M
Non-Disc.$3.5M
Employees7
Clients14
DateMay 2018
Total AUM$112.5M
Discretionary$109M
Non-Disc.$3.5M
Employees7
Clients14
DateMar 2012
Total AUM$72M
Discretionary$68.3M
Non-Disc.$3.7M
Employees6
Clients300
DateMar 2012
Total AUM$65.8M
Discretionary$60.5M
Non-Disc.$5.2M
Employees6
Clients500
DateMar 2011
Total AUM$65.8M
Discretionary$60.5M
Non-Disc.$5.2M
Employees10
Clients--
DateJan 2011
Total AUM$62.7M
Discretionary$57.1M
Non-Disc.$5.6M
Employees5
Clients--
DateDec 2010
Total AUM$62.7M
Discretionary$57.1M
Non-Disc.$5.6M
Employees5
Clients--
DateJun 2009
Total AUM$99.6M
Discretionary$54.1M
Non-Disc.$45.5M
Employees5
Clients--