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Home > Retirement Planners > california > palm desert > HARDWORKING CAPITAL ADVISORS, LLC
HARDWORKING CAPITAL ADVISORS, LLC
34220 Gateway Drive
Suite 120
Palm Desert, California 92211
Tel: (760) 340-3277
About HARDWORKING CAPITAL ADVISORS, LLC
HARDWORKING CAPITAL ADVISORS, LLC, formally registered with the SEC as HARDWORKING CAPITAL ADVISORS, LLC. The firm was established in 12/07/2017. They have over 3 offices throughout the country.
HARDWORKING CAPITAL ADVISORS, LLC is a Palm Desert, California based Financial Planning firm with nearly $171,062,142 assets under management, offering retirement planning & investment advisory services to 782 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226760 |
| SEC# | 801-112113 |
| Assets Managed by Firm | $171,062,142 |
| No. of Clients | 782 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 782 | $171,062,142 |
| Individuals (other than high net worth individuals) | 208 | $76,634,483 |
| High net worth individuals | 50 | $88,965,891 |
| Pension and profit sharing plans | 10 | $5,387,952 |
| Charitable organizations | 1 | $73,816 |
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