|
⚲
|
| Complete Advisors Plus LLC
✚
| |
|---|---|
| CRD # | 307127 |
| SEC # | 801-118206 |
| CIK # | |
| AUM | $75.5 MM (2024-03-15) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 516-240-6161 |
| Address | 181 S Franklin Ave Valley Stream, NY 11581 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 54.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 21.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 75.5 |
| By Discretionary | ||
| Discretionary | 15 | 54.5 |
| Non-Discretionary | 11 | 21.0 |
| Total | 26 | 75.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 75.5 | |
| Total | 26 | 75.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lightedway Advisory Services Inc
✚
|
NY | 0.1 |
|
Runnymede Capital Management Inc
✚
|
NJ | 0.1 |
|
Groesbeck Investment Management Corp
✚
|
NJ | 0.1 |
|
Opal Capital LLC
✚
|
FL | 0.1 |
|
Dakore Wealth Management LLC
✚
|
FL | 0.1 |
|
Compass Investments LLC
✚
|
PA | 0.1 |
|
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 0.1 |
|
Park Avenue Investment Advisory LLC
✚
|
NY | 0.1 |
|
Newsholme Financial Group Inc
✚
|
NY | 0.1 |
|
Financial Solutions Inc
✚
|
OK | 0.1 |