ATTENTIVE INVESTMENTS, LLC
CRD #315478 SEC #801-121822 STOCKTON, CA 209-636-4931
SEC Registered
Total AUM
$181.4M
Discretionary
$173.5M
Employees
3
Clients
10
Accounts
1,146
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STONE, ATHENA, KAULANA | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STONE, ATHENA, KAULANA | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STONE, ATHENA, KAULANA | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STONE, ATHENA, KAULANA | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STONE, ATHENA, KAULANA | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| STONE, ATHENA, KAULANA | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (1)
CA
Address
5345 N EL DORADO ST.SUITE 5
STOCKTON, CA 95207
United States
Phone: 209-636-4931