Advisor at Attentive Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Attentive Investments, LLC
Location
Stockton, CA 95207
Credentials
Series 65
Industry experience
18 years
Athena Stone is a financial advisor at Attentive Investments, LLC with 18 years of industry experience. She holds a Series 65 designation and has worked at Attentive Investment Managers, Inc. from 2003 to 2021 before joining her current firm. Attentive Investments, LLC manages approximately $197.5 million in assets for about 430 clients, including individual and high-net-worth households as well as pension and profit-sharing plans. The firm offers continuous portfolio management and financial planning, employing a combination of fundamental and technical analysis with strategies tailored to each client’s objectives and risk tolerance.
$0 - $50,000: 1.00% $50,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
Certified Financial Planner $250.00 per hour; Clerical Associate $102.50 per hour
Account minimum: $50,000
5345 N El Dorado St., Suite 5
Stockton, CA 95207
California
Attentive Investments, LLC
2021 - Present (5 years)
Attentive Investment Managers, Inc.
2003 - 2021 (18 years)
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