OPTUMHEALTH INVESTMENT ADVISORS
CRD #150042 SEC #801-70363 MINNETONKA, MN 952-936-1300
SEC Registered
Total AUM
$33M
Discretionary
$0
Employees
5
Clients
0
Accounts
7,500
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARNLUND, TROY, ELDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VEKICH, JOHN, ROBERT | I | VICE PRESIDENT - ASSET MANAGEMENT STRATEGY | NA | Control |
| OPTUMHEALTH INVESTMENT ADVISERS | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| OPTUMHEALTH FINANCIAL SERVICES, INC. | DE | OPTUMHEALTH INVESTMENT ADVISORS | E | Control |
| UNITED HEALTHCARE SERVICES, INC. | DE | OPTUMHEALTH FINANCIAL SERVICES, INC. | E | Control |
| UNITEDHEALTH GROUP INCORPORATED | DE | UNITED HEALTHCARE SERVICES, INC. | E | Control |
Registrations
Federal
IA
Jun 25, 2009 REGISTERED
Notice Filings (1)
MN
Address
9900 BREN ROAD EASTMN008-E209
MINNETONKA, MN 55343
United States
Phone: 952-936-1300