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Building 2DILIGENT INVESTORS, LLC

Map pinREDLANDS, CA
Phone(909) 792-2894
NotebookSEC #801-72643
Total AUM
$663.1M
Employees
3
Clients
884

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1447 FORD STREET
SUITE 200
REDLANDS
CA 92374
United States
Operating Hours
7:00AM TO 5:00PM
Monday - Friday
Phone
(909) 792-2894

ReceiptFinancials

Total AUM
$663.1M
Accounts
2,110
Discretionary
$663.1M
Accounts
2,110
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
573
AUM
$122.8M
HNW Individual Clients
188
AUM
$386.5M
Pension/Profit Sharing Plan Clients
94
AUM
$84.8M
Charitable Organization Clients
11
AUM
$30.3M
Corporation or Business Clients
18
AUM
$38.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAIDILMONVORTNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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