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Home > Retirement Planners > california > stockton > ATTENTIVE INVESTMENTS, LLC
ATTENTIVE INVESTMENTS, LLC
5345 N El Dorado St.
Suite 5
Stockton, California 95207
Tel: 209-636-4931
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 Status | Approved |
|---|---|
| Firm CRD# | 315478 |
| SEC# | 801-121822 |
| Assets Managed by Firm | $158,281,298 |
| No. of Clients | 1066 |
| No. of Advisors | 2 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1066 | $158,281,298 |
| Individuals (other than high net worth individuals) | 402 | $105,166,403 |
| High net worth individuals | 20 | $48,989,592 |
| Pension and profit sharing plans | 2 | $3,892,690 |
| Charitable organizations | 1 | $232,613 |
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