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ATTENTIVE INVESTMENTS, LLC
CRD 315478 · SEC 801-121822
5345 N EL DORADO ST., SUITE 5, STOCKTON, CA, 95207, United States
Phone
209-636-4931
Fax
(209) 370-9095
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.5M
Discretionary AUM
$189.5M
Team
5 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 385 | $117.7M |
| High net worth individuals | 45 | $79.8M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD