Diligent Investors, LLC

Diligent Investors, LLC (CRD# 158708) is a financial advisory firm headquartered in Redlands, CA. They manage $617,055,800 in 1,853 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    617
    MILLION
  • Total Number of Accounts
    1,853
    ACCOUNTS
  • Average Account Value
    $333,004
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Diligent Investors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 24 years of experience in the finance industry.

2
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.

3
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 22 years of experience in the finance industry.

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