Diligent Investors, LLC
Firm details
- Headquarters
- Redlands, California
- CRD number
- 158708
- Registered since
- August 19, 2011
- Website
- www.diligentinvestorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.29%
- Individuals18.52%
- Pension & Profit Sharing Plans12.78%
- Corporations / Businesses5.83%
- Charitable Organizations4.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Diligent Investors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2011. The firm is owned by an individual and serves both individual and family clients as well as institutional relationships. Core services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents23%
- US Government Bonds5%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 222Active vs passive
$303M in ETFs
53%
$161M
36%
$142M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $20M | 162,576 | 6.60% |
Location
Redlands, CA
San Bernardino
Location
Redlands, CA
Headquartered in Redlands, CA, anchoring the Riverside-San Bernardino-Ontario, CA metro in the West.
- Metro area
- Riverside-San Bernardino-Ontario, CA
- Region
- West
- County
- San Bernardino
- Address
- 1447 Ford St
- Time zone
- PT (UTC-8)
- Office locations
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