Summary

Attentive Investment Managers

Founded in 2004

Description

Attentive Investments is a Stockton-based investment advisory firm that offers full planning and management services for individual investors and businesses. They specialize in retirement planning, employee benefit plans, financial analysis, wealth man...

Strengths

  • Attentive Investment Managers has a strong market share in their industry

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Since Attentive Investment Managers was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Attentive Investment Managers's annual revenue

$1312000

Based on Kona Equity data

  • Revenue per employee

    $328000

  • Annual revenue growth since founding

    $65600

Employee Count

4 employees

Executives

Miriam Dalton

Office Manager

m**@attentiveinv.com

Michael Dalton

President

m**@attentiveinv.com

Phone Finance

Chief Executive Officer

p**@attentiveinv.com

Dalton Mike

Chief Executive Officer

d**@attentiveinv.com

Athena Stone

Chief Compliance Officer & Investment Advisor

a**@attentiveinv.com

G Score - 1

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.

Location

 5
Stockton, CA  95207

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Key Information

  • SIC: 62; 628
  • NAICS: 52; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Attentive Investment Managers.

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Frequently Asked Questions

Where is Attentive Investment Managers located?

Attentive Investment Managers's headquarters are located at  5 Stockton, CA  95207.


What is Attentive Investment Managers's official website?

Attentive Investment Managers's official website is attentiveinv.com


What is Attentive Investment Managers's revenue?

Attentive Investment Managers's annual revenue is $1.3 M.


What is Attentive Investment Managers's SIC code?

Attentive Investment Managers's SIC: 62; 628


What is Attentive Investment Managers's NAICS code?

Attentive Investment Managers's NAICS: 52; 523.


How many employees does Attentive Investment Managers's have?

Attentive Investment Managers has 4 employees


What industry does Attentive Investment Managers belong to?

Attentive Investment Managers is in the industry of Investment management.

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