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DILIGENT INVESTORS, LLC
CRD 158708 · SEC 801-72643
1447 FORD STREET, SUITE 200, REDLANDS, CA, 92374, United States
Phone
(909) 792-2894
Fax
(909) 335-9533
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$663.1M
Discretionary AUM
$663.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 573 | $122.8M |
| High net worth individuals | 188 | $386.5M |
| Pension/profit sharing plans | 94 | $84.8M |
| Charitable organizations | 11 | $30.3M |
| Corporations/business entities | 18 | $38.6M |
States served
AZ, CA, ID, IL, IA, NV, OR, TN, UT, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD