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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2021
- Office Locations
- 1
Office Locations
About Attentive Investments, LLC
Attentive Investments is a Stockton, CA wealth management and financial planning firm serving local individuals, families, and business owners. The team provides personalized guidance, portfolio construction, retirement and tax planning, and ongoing support, paired with a strong emphasis on client education. Portfolios appear ETF-centric and may incorporate tax-efficient and socially responsible approaches, with custody support through Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
ATHENA KAULANA STONE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5267346
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,486,618 | $176,267 |
| Non-Discretionary | $8,007,588 | $2,001,897 |
| Total | $197,494,206 | $183,034 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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