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ATTENTIVE INVESTMENTS, LLC

5345 N El Dorado St.
Suite 5
Stockton, California 95207
Tel: 209-636-4931

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About ATTENTIVE INVESTMENTS, LLC

ATTENTIVE INVESTMENTS, LLC, formally registered with the SEC as ATTENTIVE INVESTMENTS, LLC. The firm was established in 07/22/2021. They have over 1 offices throughout the country.

ATTENTIVE INVESTMENTS, LLC is a Stockton, California based Financial Planning firm with nearly $158,281,298 assets under management, offering retirement planning & investment advisory services to 1066 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#315478
SEC#801-121822
Assets Managed by Firm$158,281,298
No. of Clients1066
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total1066$158,281,298
Individuals (other than high net worth individuals)402$105,166,403
High net worth individuals20$48,989,592
Pension and profit sharing plans2$3,892,690
Charitable organizations1$232,613

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