SEC Form ADV

COMPLETE ADVISORS

Firm profile: Complete Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$84.2M
Assets Under Management
25
Total Clients
5
Employees
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Registration Details

Accession
CRD-307127
Location
VALLEY STREAM, NY
Filing Date
March 25, 2026
AUM
$84.2M
Total Clients
25
Institutional Clients
9
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

COMPLETE ADVISORS is a registered investment adviser headquartered in VALLEY STREAM, NY, managing approximately $84.2M in assets across 25 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.