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COMPLETE ADVISORS
COMPLETE ADVISORS PLUS LLC
CRD 307127 · SEC 801-118206
181 S. FRANKLIN AVE., SUITE 303, VALLEY STREAM, NY, 11581, United States
Phone
516-240-6161
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$84.2M
Discretionary AUM
$66.8M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersBUSINESS VALUATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 16 | $66.8M |
| Pension/profit sharing plans | 9 | $17.4M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD