Diligent Investors, LLC
Firm details
- Headquarters
- Redlands, California
- CRD number
- 158708
- Registered since
- August 19, 2011
- Website
- www.diligentinvestorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.29%
- Individuals18.52%
- Pension & Profit Sharing Plans12.78%
- Corporations / Businesses5.83%
- Charitable Organizations4.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Diligent Investors, LLC is an independent registered investment adviser organized as an LLC and operating since 2011. The firm advises both individual and family clients as well as institutional clients, offering financial planning, discretionary portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting services. Its fees are charged via a mix of assets-under-management percentages, hourly rates, and fixed fees. The firm does not identify as an active ESG investor and does not appear to act as a capital allocator to outside private vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents23%
- US Government Bonds5%
- State & Local Bonds3%
Owners & executives
1 of 1
Henk Fischer
Managing Partner and Chief Compliance OfficerCRD 4032809
Contacts
2 of 2
James Jebbia
Senior Investment AdvisorCRD 4492550
James Wilson
Managing PartnerCRD 4445002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 214Active vs passive
$296M in ETFs
56%
$164M
35%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $19.6M | 164,910 | 6.63% |
Location
Redlands, CA
San Bernardino
Location
Redlands, CA
Headquartered in Redlands, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- San Bernardino
- Address
- 1447 Ford St
- Time zone
- PT (UTC-8)
- Office locations
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