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Michael Lee Dalton

ATTENTIVE INVESTMENT MANAGERS, INC.·STOCKTON, California
Unclaimed Profile
5345 N. EL DORADO ST, STOCKTON, CA 95207CRD# 2558327Firm CRD# 132536
01

About

Michael Lee Dalton is a registered financial advisor based in STOCKTON, California, affiliated with ATTENTIVE INVESTMENT MANAGERS, INC.. 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 INVESTMENT MANAGERS, INC.
ATTENTIVE INVESTMENT MANAGERS, INC.
AUM
$140M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ATTENTIVE INVESTMENT MANAGERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2558327
Firm CRD# 132536
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Lee Dalton offer?
Michael Lee Dalton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOCKTON, California for a consultation.
What are Michael Lee Dalton's credentials?
Michael Lee Dalton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Lee Dalton located?
Michael Lee Dalton is based in STOCKTON, California, working with ATTENTIVE INVESTMENT MANAGERS, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.
How does Michael Lee Dalton charge for services?
Michael Lee Dalton'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 INVESTMENT MANAGERS, INC.?
ATTENTIVE INVESTMENT MANAGERS, INC. has approximately 3 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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