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Building 2COMPLETE FINANCIAL PLANNING,INC.

Map pin
Phone845-638-6505
NotebookSEC #801-108975
Total AUM
$32M
Employees
1
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
845-638-6505

ReceiptFinancials

Total AUM
$32M
Accounts
85
Discretionary
$31.8M
Accounts
71
Non-Discretionary
$243.7K
Accounts
14

ContactClients

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Individual Clients
14
AUM
$5.4M
HNW Individual Clients
16
AUM
$25.2M
Pension/Profit Sharing Plan Clients
5
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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