|
⚲
|
| Complete Advisors Plus LLC
✚
|
|
|---|---|
| CRD # | 307127 |
| SEC # | 801-118206 |
| CIK # | |
| AUM | $84.2 M (2026-03-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 516-240-6161 |
| Address | 181 S Franklin Ave Valley Stream, NY 11581 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 16 | 66.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 17.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 84.2 |
| By Discretionary | ||
| Discretionary | 16 | 66.8 |
| Non-Discretionary | 9 | 17.4 |
| Total | 25 | 84.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 84.2 | |
| Total | 25 | 84.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |
|
API Financial Advisors LLC
✚
|
FL | 0.1 |
|
Derastone LLC
✚
|
0.1 | |
|
Western New York Financial Group LLC
✚
|
NY | 0.1 |
|
Seven Hills Capital Corp
✚
|
0.1 | |
|
VITA Planning Group LLC
✚
|
WA | 0.1 |
|
Double DUTY Money Management LLC
✚
|
NY | 0.1 |
|
Ralph Parks Investment Group LLC
✚
|
NY | 0.1 |
|
Nollenberger McCullough Investment Advisors LLC
✚
|
CA | 0.1 |