Diligent Investors LLC

EST. AUM
$663,058,489

CONTACTS
4

CLIENT ACCOUNTS
2,110

Firm Details

Metro area Los Angeles
CRD Number 158708
Website diligentinvestorsllc.com
Client types

Overview

Diligent Investors, LLC is a fee-based, fiduciary investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC) that provides personalized wealth management, financial planning, and discretionary portfolio management services to individuals, families, and professionals. Headquartered in Redlands, California, the firm emphasizes understanding clients’ unique financial goals and risk tolerances and constructing long-term investment strategies tailored to those objectives, with services that include comprehensive planning across retirement, estate, and tax-efficient investment considerations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Diligent Investors LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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