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Athena Kaulana Stone

ATTENTIVE INVESTMENTS, LLC·STOCKTON, California
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5345 N EL DORADO ST., STOCKTON, CA 95207CRD# 5267346Firm CRD# 315478
01

About

Athena Kaulana Stone is a registered financial advisor based in STOCKTON, California, affiliated with ATTENTIVE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ATTENTIVE INVESTMENTS, LLC
ATTENTIVE INVESTMENTS, LLC
AUM
$158M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ATTENTIVE INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5267346
Firm CRD# 315478
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Athena Kaulana Stone offer?
Athena Kaulana Stone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOCKTON, California for a consultation.
What are Athena Kaulana Stone's credentials?
Athena Kaulana Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Athena Kaulana Stone located?
Athena Kaulana Stone is based in STOCKTON, California, working with ATTENTIVE INVESTMENTS, LLC. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.
How does Athena Kaulana Stone charge for services?
Athena Kaulana Stone's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATTENTIVE INVESTMENTS, LLC?
ATTENTIVE INVESTMENTS, LLC has approximately 2 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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