ATTENTIVE INVESTMENTS, LLC
ATTENTIVE INVESTMENTS, LLC of STOCKTON, CA is an SEC-registered investment adviser (CRD 315478). Regulatory assets under management: $197.5M.
Registration
- CRD: 315478
- SEC file number: 801-121822
- Type: Registered investment adviser
- Location: 5345 N EL DORADO ST., SUITE 5, STOCKTON, CA, 95207
- Phone: 209-636-4931
- Latest filing: 2026-02-12
- Regulatory AUM: $197.5M
- Discretionary AUM: $189.5M
- Non-discretionary AUM: $8.0M
- Clients: 5
- Accounts: 1,079
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Athena Kaulana Stone | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| STONE ATHENA KAULANA | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
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