1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ATTENTIVE INVESTMENT MANAGERS, INC.

Map pinSTOCKTON, CA
Phone(209) 235-5200
NotebookSEC #801-66820
Total AUM
$64M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5345 N. EL DORADO
SUITE 4
STOCKTON
CA 95207
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(209) 235-5200

ReceiptFinancials

Total AUM
$64M
Accounts
963
Discretionary
$60.8M
Accounts
954
Non-Discretionary
$3.2M
Accounts
9

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account