5345 N El Dorado St.
Suite 5
Stockton, California 95207
Tel: 209-636-4931
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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