Diligent Investors, LLC

Diligent Investors, LLC (CRD# 158708) is a financial advisory firm headquartered in Redlands, CA. They manage $505,754,127 in 1,685 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1447 Ford Street, Suite 200, Redlands, CA 92374
http://www.diligentinvestorsllc.com
By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    1,685
    ACCOUNTS
  • Average Account Value
    $300,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NV, OR, TX, UT, WA

Financial Advisors at Diligent Investors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Doyal Brown, financial advisor Redlands CA
Doyal N. Brown
CRD#: 32193
1901 Orange Tree Lane,, Suite 230a, Redlands, CA 92374

Doyal Brown (CRD# 32193) is an Investment Advisor Representative working at Diligent Investors, LLC in Redlands, CA and has over 36 years of experience in the finance industry.

2
Henk Fischer, financial advisor Redlands CA
Henk J. Fischer
CRD#: 4032809
1447 Ford Street, Suite 200, Redlands, CA 92374

Henk Fischer (CRD# 4032809) is an Investment Advisor Representative working at Diligent Investors, LLC in Redlands, CA and has over 23 years of experience in the finance industry.

3
James Jebbia, financial advisor Sherman TX
James F. Jebbia
CRD#: 4492550
Sherman, TX

James Jebbia (CRD# 4492550) is an Investment Advisor Representative working at Diligent Investors, LLC in Sherman, TX and has over 21 years of experience in the finance industry.

4
James Wilson, financial advisor Redlands CA
James A. Wilson
CRD#: 4445002
1447 Ford Street, Suite 200, Redlands, CA 92374

James Wilson (CRD# 4445002) is an Investment Advisor Representative working at Diligent Investors, LLC in Redlands, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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