Attentive Investments, LLC
Attentive Investments, LLC (CRD# 315478) is a financial advisory firm headquartered in Stockton, CA. They manage $158,281,298 in 1,066 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management158MILLION
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Total Number of Accounts1,066ACCOUNTS
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Average Account Value$148,482
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Attentive Investments, LLC
1
Athena Stone (CRD# 5267346) is an Investment Advisor Representative working at Attentive Investments, LLC in Stockton, CA and has over 17 years of experience in the finance industry.
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