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Building 2HARDWORKING CAPITAL ADVISORS, LLC

Map pinPALM DESERT, CA
Phone(760) 340-3277
NotebookSEC #801-112113
Total AUM
$206M
Employees
2
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
34220 GATEWAY DRIVE
SUITE 120
PALM DESERT
CA 92211
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
(760) 340-3277
Other Offices
2

ReceiptFinancials

Total AUM
$206M
Accounts
871
Discretionary
$206M
Accounts
871
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
216
AUM
$76.3M
HNW Individual Clients
53
AUM
$113.7M
Pension/Profit Sharing Plan Clients
13
AUM
$15.8M
Charitable Organization Clients
1
AUM
$73.2K
Corporation or Business Clients
1
AUM
$138.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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