COMPLETE ADVISORS

181 S. Franklin Ave.
Suite 303
Valley Stream, New York 11581
Tel: 516-240-6161

About COMPLETE ADVISORS

COMPLETE ADVISORS, formally registered with the SEC as COMPLETE ADVISORS. The firm was established in 03/13/2020. They have over 1 offices throughout the country.

COMPLETE ADVISORS is a Valley Stream, New York based Financial Planning firm with nearly $75,481,000 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307127
SEC#	801-118206
Assets Managed by Firm	$75,481,000
No. of Clients	26
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (BUSINESS VALUATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	26	$75,481,000
High net worth individuals	15	$54,527,000
Pension and profit sharing plans	11	$20,954,000

More Retirement Planning firms in Valley Stream, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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