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Building 2COMPLETEADVISORS

Map pinVALLEY STREAM, NY
Phone516-240-6161
NotebookSEC #801-81155
Total AUM
$65.5M
Employees
3
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$65.5M
Accounts
37
Discretionary
$65.5M
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$6.9M
HNW Individual Clients
9
AUM
$14.8M
Pension/Profit Sharing Plan Clients
8
AUM
$30.7M
Other Clients
1
AUM
$13.1M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly 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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