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
5345 N El Dorado St., Suite 5, Stockton, CA 95207
https://www.linkedin.com/company/attentive
By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    1,066
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Attentive Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Athena Stone, financial advisor Stockton CA
Athena K. Stone
CRD#: 5267346
5345 N El Dorado St., Suite 5, Stockton, CA 95207

Athena Stone (CRD# 5267346) is an Investment Advisor Representative working at Attentive Investments, LLC in Stockton, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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