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COMPLETE VIEW FINANCIAL LLC

CRD 305247

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$54.5M

Discretionary AUM

$54.5M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals11$6.2M
High net worth individuals23$48.3M

All web addresses on file

Official SEC filing: View on IAPD