Diligent Investors LLC

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Assets, Funds, Holdings

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CAFR Data
Diligent Investors LLC
CRD #158708
SEC #801-72643
CIK #1549042
AUM $406.0 MM (100% Disc, 100% US, 2020-01-23)
Employees4 (100% Investors, 75% Brokers)
Phone909-792-2894
Address132 West Ramsey Street
Banning, CA 92220
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4103282461648202010201320172021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 1,376,930.0 6.3
PPBI 1,280.0 5.8
AAPL 1,372,810.0 4.6
V 411,370.0 4.6
INTC 263,950.0 3.6
DIS 218,470.0 3.4
SPTL 3.4
PHB 2.9
PFE 208,250.0 2.8
SPGI 75,240.0 2.4
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
Comparable Firms State AUM ($BB)
Phoenix Wealth Advisors Inc
NC 0.4
Macro Consulting Group LLC
NJ 0.4
Hansberger Growth Investors LP
WI 0.4
Element Pointe Advisors LLC
FL 0.4
The Patten Group Inc
TN 0.4
GSG Advisors LLC
NJ 0.4
The Concord Equity Group LLC
NJ 0.4
Donnelly Wealth Advisors Inc
CA 0.4
Glen Eagle Advisors LLC
NJ 0.4
Fountain Financial Associates Inc
NC 0.4
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