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James Allen Wilson

DILIGENT INVESTORS, LLC·REDLANDS, California
Unclaimed Profile
1447 FORD STREET, REDLANDS, CA 92374CRD# 4445002Firm CRD# 158708
01

About

James Allen Wilson is a registered financial advisor based in REDLANDS, California, affiliated with DILIGENT INVESTORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DILIGENT INVESTORS, LLC
DILIGENT INVESTORS, LLC
AUM
$617M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DILIGENT INVESTORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4445002
Firm CRD# 158708
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Allen Wilson offer?
James Allen Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in REDLANDS, California for a consultation.
What are James Allen Wilson's credentials?
James Allen Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Allen Wilson located?
James Allen Wilson is based in REDLANDS, California, working with DILIGENT INVESTORS, LLC. Their office serves clients in the REDLANDS metropolitan area and surrounding communities.
How does James Allen Wilson charge for services?
James Allen Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DILIGENT INVESTORS, LLC?
DILIGENT INVESTORS, LLC has approximately 4 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in REDLANDS
James Ansley Heine — INVESTMENT COUNSELORS OF REDLANDS LLCJames L Cobb — INVESTMENT COUNSELORS OF REDLANDS LLCHenk Juergen Fischer — DILIGENT INVESTORS, LLCCharles Edward Ii Painter — PAINTER, SMITH AND AMBERG INC.Doyal Nichols Brown — DILIGENT INVESTORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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