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| Attentive Investments LLC
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|
|---|---|
| CRD # | 315478 |
| SEC # | 801-121822 |
| CIK # | 0001746902, 0002012561 |
| AUM | $197.5 M (2026-02-12) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 209-636-4931 |
| Address | 5345 N El Dorado St Stockton, CA 95207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 385 | 117.7 |
| (b) Individuals (high net worth individuals) | 45 | 79.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,079 | 197.5 |
| By Discretionary | ||
| Discretionary | 1,075 | 189.5 |
| Non-Discretionary | 4 | 8.0 |
| Total | 1,079 | 197.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.5 | |
| Total | 1,079 | 197.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001746902] | |
| D | [0002012561] |
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|---|---|---|
|
Atlantic Wealth Partners LLC
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|
FL | 0.2 |
|
Newport Investment Advisors Inc
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|
OH | 0.2 |
|
D & P Investment Advisors Ltd
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RI | 0.2 |
|
Eaglestone Wealth Advisors Inc
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MD | 0.2 |
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Preston Advisory Services LLC
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AZ | 0.2 |
|
Copper Beech Financial Group LLC
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NJ | 0.2 |
|
Bautis Financial LLC
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NJ | 0.2 |
|
APS Advisors
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|
CA | 0.2 |
|
Fee-Only Fiduciary Advisors LLC
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MI | 0.2 |
|
REI Wealth Management LLC
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0.2 |