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| Diligent Investors LLC
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|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001549042 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 24.4 | |
| Apple Inc | 2,382,844.0 | 17.9 | |
| VISA Inc | 419,260.5 | 4.8 | |
| Qualcomm Inc/DE | 147,392.0 | 4.6 | |
| Nvidia Corp | 399,550.0 | 4.4 | |
| McGraw-hill Companies Inc | 113,084.7 | 4.3 | |
| Chevron Corp | 294,604.1 | 3.8 | |
| Walt Disney Co | 174,716.7 | 3.6 | |
| Wal Mart Stores Inc | 335,434.5 | 3.5 | |
| Applied Materials Inc /DE | 82,662.4 | 3.3 | |
| American Homes 4 Rent | 12,385.3 | 3.2 | |
| Facebook Inc | 434,852.0 | 3.2 | |
| Amazon Com Inc | 1,092,997.8 | 3.1 | |
| Intel Corp | 154,482.4 | 3.1 | |
| Blackstone Group LP | 69,051.8 | 2.9 | |
| Bank of America Corp /DE/ | 278,315.2 | 2.7 | |
| Procter & Gamble Co | 338,108.9 | 2.6 | |
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| 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
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|
NY | 0.6 |
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Financial Partners Group LLC
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TN | 0.6 |
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Trubee Wealth Advisors Inc
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NY | 0.6 |
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LSY Inc
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CA | 0.6 |
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Cadent Capital Advisors LLC
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OK | 0.6 |
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Stolper & Company
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|
CA | 0.6 |
|
Sentinus LLC
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IL | 0.6 |
|
Silver Heights Capital Management Inc
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|
0.6 | |
|
Front Street Capital Management Inc
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MT | 0.6 |