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Building 2COMPLETE ADVISORS

Map pinVALLEY STREAM, NY
Phone516-240-6161
NotebookSEC #801-118206
Total AUM
$84.2M
Employees
5
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
181 S. FRANKLIN AVE.
SUITE 303
VALLEY STREAM
NY 11581
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
516-240-6161

ReceiptFinancials

Total AUM
$84.2M
Accounts
25
Discretionary
$66.8M
Accounts
16
Non-Discretionary
$17.4M
Accounts
9

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
16
AUM
$66.8M
Pension/Profit Sharing Plan Clients
9
AUM
$17.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
BUSINESS VALUATION SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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