Overview
Assets Under Management: $665 million
Headquarters: REDLANDS, CA
High-Net-Worth Clients: 159
Average Client Assets: $3 million
Frequently Asked Questions
DILIGENT INVESTORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158708), DILIGENT INVESTORS, LLC is subject to fiduciary duty under federal law.
DILIGENT INVESTORS, LLC is headquartered in REDLANDS, CA.
DILIGENT INVESTORS, LLC serves 159 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, DILIGENT INVESTORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DILIGENT INVESTORS, LLC manages $665 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, DILIGENT INVESTORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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