Attentive Investment Managers, Inc.

Attentive Investment Managers, Inc. (CRD# 132536) is a financial advisory firm headquartered in Stockton, CA. They manage $86,080,707 in 1,161 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    1,161
    ACCOUNTS
  • Average Account Value
    $74,144
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Attentive Investment Managers, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Athena K. Stone
CRD#: 5267346
5345 N. El Dorado, Suite 5, Stockton, CA 95207
93
Wealthminder
score

Athena Stone (CRD# 5267346) is an Investment Advisor Representative working at Attentive Investment Managers, Inc. in Stockton, CA and has over 9 years of experience in the finance industry.

2
Michael L. Dalton
CRD#: 2558327
5345 N. El Dorado, Suite 5, Stockton, CA 95207
90
Wealthminder
score

Michael Dalton (CRD# 2558327) is an Investment Advisor Representative working at Attentive Investment Managers, Inc. in Stockton, CA and has 1 year of experience in the finance industry. Michael Dalton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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