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
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

Explore More Retirement Advisors in Valley Stream, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.