Overview
Assets Under Management: $84 million
Headquarters: VALLEY STREAM, NY
High-Net-Worth Clients: 16
Average Client Assets: $4.2 million
Frequently Asked Questions
COMPLETE ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307127), COMPLETE ADVISORS is subject to fiduciary duty under federal law.
COMPLETE ADVISORS is headquartered in VALLEY STREAM, NY.
COMPLETE ADVISORS serves 16 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, COMPLETE ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
COMPLETE ADVISORS manages $84 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, COMPLETE ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.38%
Average Client Assets: $4.2 million
Total Client Accounts: 25
Discretionary Accounts: 16
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 307127
Filing ID: 2035750
Last Filing Date: 2026-03-25 16:44:52