← Back to list

COMPLETE ADVISORS PLUS LLC

UUID96ae2585-d9c8-5415-b4af-0777a21c5c58
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 307127 307127 1.0
sec_file_number 801-118206 801-118206

Profile

Websitehttp://www.completeadvisors.com
HQ CityVALLEY STREAM
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • COMPLETE ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)67,254,000.0
  • RAUM (discretionary)58,126,000.0
  • Actionable assets67,254,000.0
  • Accounts25.0

Institutional Clients

  • Government AUM
  • Pension AUM9,128,000.0
  • Charitable AUM
  • HNW AUM58,126,000.0

As of 2025-03-19 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.