Overview
Assets Under Management: $181 million
Headquarters: STOCKTON, CA
High-Net-Worth Clients: 46
Average Client Assets: $1 million
Frequently Asked Questions
ATTENTIVE INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315478), ATTENTIVE INVESTMENTS, LLC is subject to fiduciary duty under federal law.
ATTENTIVE INVESTMENTS, LLC is headquartered in STOCKTON, CA.
ATTENTIVE INVESTMENTS, LLC serves 46 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, ATTENTIVE INVESTMENTS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ATTENTIVE INVESTMENTS, LLC manages $181 million in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, ATTENTIVE INVESTMENTS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.00
Average High-Net-Worth Client Assets: $1 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