|
⚲
|
| Keyboard |
| Diligent Investors LLC
✚
|
|
|---|---|
| CRD # | 158708 |
| SEC # | 801-72643 |
| CIK # | 0001549042 |
| AUM | 663.1 M (2026-02-25) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| Phone | 909-792-2894 |
| Address | 1447 Ford Street Redlands, CA 92374 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.7 | ||
| Microsoft Corp | 7.9 | ||
| Nvidia Corp | 6.9 | ||
| Chevron Corp | 5.4 | ||
| Visa Inc | 5.0 | ||
| Amazon Com Inc | 4.4 | ||
| Wal Mart Stores Inc | 4.2 | ||
| Facebook Inc | 4.1 | ||
| Alphabet Inc | 4.0 | ||
| Tesla Motors Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 573 | 122.8 |
| (b) Individuals (high net worth individuals) | 188 | 386.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 94 | 84.8 |
| (h) Charitable organizations | 11 | 30.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 38.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,110 | 663.1 |
| By Discretionary | ||
| Discretionary | 2,110 | 663.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,110 | 663.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 663.1 | |
| Total | 2,110 | 663.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001549042] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Focused Alpha LLC
✚
|
CO | 663.9 M |
|
Compass Capital Corporation
✚
|
MA | 663.6 M |
|
GKB Partners LLC
✚
|
663.4 M | |
|
McElhenny Sheffield Capital Management LLC
✚
|
TX | 663.2 M |
|
Cruden Bay Investment Management LLC
✚
|
CA | 663.1 M |
|
Ironwood Financial LLC
✚
|
AZ | 662.5 M |
|
Three Arch Wealth Management LLC
✚
|
CA | 662.4 M |
|
Harrell Investment Partners LLC
✚
|
TX | 662.4 M |
|
Westshore Wealth LLC
✚
|
CA | 662.4 M |
|
Kesler Norman & Wride LLC
✚
|
UT | 661.4 M |