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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $181.4M | $173.5M | $7.9M | 3 | 0 |
| Feb 2024 | $158.3M | $153.9M | $4.3M | 2 | 0 |
| Mar 2023 | $121.6M | $117.5M | $4.1M | 2 | 0 |
| Mar 2022 | $155.1M | $139.3M | $15.8M | 2 | 0 |
| Sep 2021 | $140.3M | $127.4M | $13M | 1 | 0 |
DateMar 2025
Total AUM$181.4M
Discretionary$173.5M
Non-Disc.$7.9M
Employees3
Clients0
DateFeb 2024
Total AUM$158.3M
Discretionary$153.9M
Non-Disc.$4.3M
Employees2
Clients0
DateMar 2023
Total AUM$121.6M
Discretionary$117.5M
Non-Disc.$4.1M
Employees2
Clients0
DateMar 2022
Total AUM$155.1M
Discretionary$139.3M
Non-Disc.$15.8M
Employees2
Clients0
DateSep 2021
Total AUM$140.3M
Discretionary$127.4M
Non-Disc.$13M
Employees1
Clients0