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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hardworking Capital Advisors LLC
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| CRD # | 226760 |
| SEC # | 801-112113 |
| CIK # | |
| AUM | $192.1 M (2025-03-26) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 760-340-3277 |
| Address | 34220 Gateway Drive Palm Desert, CA 92211 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 74.0 |
| (b) Individuals (high net worth individuals) | 55 | 105.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 12.5 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 811 | 192.1 |
| By Discretionary | ||
| Discretionary | 811 | 192.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 811 | 192.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.1 | |
| Total | 811 | 192.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ECON Financial Services Corporation
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|
PA | 0.2 |
|
Kroon & Mitchell Asset Management LLC
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|
MI | 0.2 |
|
Allen Capital Management LLC
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|
WA | 0.2 |
|
Whalen Wealth Management Inc
✚
|
NV | 0.2 |
|
Sterling Investment Advisors LLC
✚
|
MO | 0.2 |
|
GK Wealth Management LLC
✚
|
NV | 0.2 |
|
Valley Brook Capital Group Inc
✚
|
PA | 0.2 |
|
Kinwell LLC
✚
|
SC | 0.2 |
|
Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
|
Jericho Financial LLP
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|
OH | 0.2 |