DILIGENT INVESTORS, LLC

1447 Ford Street
Suite 200
Redlands, California 92374
Tel: (909) 792-2894

About DILIGENT INVESTORS, LLC

DILIGENT INVESTORS, LLC, formally registered with the SEC as DILIGENT INVESTORS, LLC. The firm was established in 08/19/2011. They have over 1 offices throughout the country.

DILIGENT INVESTORS, LLC is a Redlands, California based Financial Planning firm with nearly $664,728,436 assets under management, offering retirement planning & investment advisory services to 1922 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158708
SEC#	801-72643
Assets Managed by Firm	$664,728,436
No. of Clients	1922
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1922	$664,728,436
Individuals (other than high net worth individuals)	451	$123,832,916
High net worth individuals	159	$413,679,065
Pension and profit sharing plans	92	$79,863,649
Charitable organizations	10	$19,389,684
Corporations or other businesses	17	$27,963,122

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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