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HARA CAPITAL LLC
13555 Se 36th St
Ste 100
Bellevue, Washington 98006
Tel: 425-522-2322
About HARA CAPITAL LLC
HARA CAPITAL LLC, formally registered with the SEC as HARA CAPITAL LLC. The firm was established in 05/26/2023. They have over 2 offices throughout the country.
HARA CAPITAL LLC is a Bellevue, Washington based Financial Planning firm with nearly $174,770,000 assets under management, offering retirement planning & investment advisory services to 110 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315108 |
| SEC# | 801-128043 |
| Assets Managed by Firm | $174,770,000 |
| No. of Clients | 110 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 110 | $174,770,000 |
| Individuals (other than high net worth individuals) | 10 | $3,750,000 |
| High net worth individuals | 24 | $161,260,000 |
| Charitable organizations | 1 | $9,760,000 |
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