Overview
Assets Under Management: $181 million
Headquarters: STOCKTON, CA
High-Net-Worth Clients: 1
Average Client Assets: $116 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.00
Average High-Net-Worth Client Assets: $116 million
Total Client Accounts: 1,146
Discretionary Accounts: 1,142
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 315478
Filing ID: 1949795
Last Filing Date: 2025-03-19 09:02:00
Website: https://attentiveinv.com