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Building 2ATTENTIVE INVESTMENT MANAGERS, INC.

Map pinSTOCKTON, CA
Phone(209) 636-4931
NotebookSEC #801-118680
Total AUM
$140.3M
Employees
3
Clients
610

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5345 N. EL DORADO ST
SUITE 5
STOCKTON
CA 95207
United States
Operating Hours
8:00 A.M. - 4:00 P.M., 8:00 A.M. - 1:00 P.M.
MON - THURS, FRI
Phone
(209) 636-4931

ReceiptFinancials

Total AUM
$140.3M
Accounts
1,090
Discretionary
$127.4M
Accounts
1,081
Non-Discretionary
$13M
Accounts
9

ContactClients

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Individual Clients
561
AUM
$68.1M
HNW Individual Clients
48
AUM
$69.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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