Overview
Assets Under Management: $665 million
Headquarters: REDLANDS, CA
High-Net-Worth Clients: 159
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,922
Discretionary Accounts: 1,922
Regulatory Filings
CRD Number: 158708
Last Filing Date: 2025-02-11 00:00:00
Website: https://diligentinvestorsllc.com