COMPLETE ADVISORS
Tel: 516-240-6161 181 S. Franklin Ave. Suite 303 Valley Stream, New York 11581
About COMPLETE ADVISORS
COMPLETE ADVISORS is a Valley Stream, New York based financial advisory firm with nearly $75,481,000 in assets under management and provides investment advisory services for 26 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
307127
Firm SEC#:
801-118206
Assets Under Management:
$75,481,000
No. of Clients:
26
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (BUSINESS VALUATION SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees
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