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Building 2ATTENTIVE INVESTMENTS, LLC

Map pinSTOCKTON, CA
Phone209-636-4931
NotebookSEC #801-121822
Total AUM
$197.5M
Employees
5
Clients
430

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
$197.5M
Accounts
1,079
Discretionary
$189.5M
Accounts
1,075
Non-Discretionary
$8M
Accounts
4

ContactClients

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Individual Clients
385
AUM
$117.7M
HNW Individual Clients
45
AUM
$79.8M

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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