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ATTENTIVE INVESTMENTS, LLC
ATTENTIVE INVESTMENTS, LLC
STOCKTON, California
·
1 registered advisor
·
CRD# 315478
SEC# 801-121822
0
209-636-4931
01
Firm Overview
AUM
$158M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ATTENTIVE INVESTMENTS, LLC
1 registered advisor
Athena Kaulana Stone
STOCKTON, California
CRD# 5267346
05
Office Locations
STOCKTON, California
1 advisor
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Data sourced from SEC Form ADV filings. ATTENTIVE INVESTMENTS, LLC (CRD# 315478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.