|
⚲
|
| Diligent Investors LLC
✚
|
|
|---|---|
| CRD # | 158708 |
| SEC # | 801-72643 |
| CIK # | 0001549042 |
| AUM | $617.1 MM (2024-02-22) |
| Employees | 4 (100% Investors, 75% Brokers) |
| Phone | 909-792-2894 |
| Address | 1447 Ford Street Redlands, CA 92374 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 24.4 | |
| AAPL | 2,382,844.0 | 17.9 | |
| V | 419,260.5 | 4.8 | |
| QCOM | 147,392.0 | 4.6 | |
| NVDA | 399,550.0 | 4.4 | |
| SPGI | 113,084.7 | 4.3 | |
| CVX | 294,604.1 | 3.8 | |
| DIS | 174,716.7 | 3.6 | |
| WMT | 335,434.5 | 3.5 | |
| AMAT | 82,662.4 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 424 | 100.2 |
| (b) Individuals (high net worth individuals) | 146 | 391.0 |
| (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 | 87 | 72.1 |
| (h) Charitable organizations | 10 | 18.3 |
| (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 | 17 | 35.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,853 | 617.1 |
| By Discretionary | ||
| Discretionary | 1,853 | 617.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,853 | 617.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 617.1 | |
| Total | 1,853 | 617.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001549042] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bason Asset Management LLC
✚
|
CO | 0.6 |
|
Dopkins Wealth Management LLC
✚
|
NY | 0.6 |
|
Financial Partners Group LLC
✚
|
TN | 0.6 |
|
Trubee Wealth Advisors Inc
✚
|
NY | 0.6 |
|
LSY Inc
✚
|
CA | 0.6 |
|
Cadent Capital Advisors LLC
✚
|
OK | 0.6 |
|
Stolper & Company
✚
|
CA | 0.6 |
|
Sentinus LLC
✚
|
IL | 0.6 |
|
Silver Heights Capital Management Inc
✚
|
0.6 | |
|
Front Street Capital Management Inc
✚
|
MT | 0.6 |