Attentive Investment Managers, Inc. is an adviser based in Stockton. It manages $64.01 million of regulatory assets for 963 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Attentive Investment Managers provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Attentive Investment Managers, Inc. is $64.01 million. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Attentive Investment Managers, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Lee Dalton has been acting as President since 1 Sep 2004. Athena Kaulana Salwolke joined the executive team most recently as the Chief Compliance Officer.
The principal office where Attentive Investment Managers, Inc. performs its advisory services is located at 5345 N. El Dorado, Stockton, CA 95207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (209) 235-5200 or by fax (209) 235-5206. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mikedaltoncpa.com.