← Back to searchVisit website
HARDWORKING CAPITAL ADVISORS, LLC
CRD 226760 · SEC 801-112113
34220 GATEWAY DRIVE, SUITE 120, PALM DESERT, CA, 92211, United States
Phone
(760) 340-3277
Fax
(888) 246-7771
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.0M
Discretionary AUM
$206.0M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $76.3M |
| High net worth individuals | 53 | $113.7M |
| Pension/profit sharing plans | 13 | $15.8M |
| Charitable organizations | 1 | $73K |
| Corporations/business entities | 1 | $138K |
States served
AZ, CA, CO, OR, TX
All web addresses on file
Official SEC filing: View on IAPD