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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Complete Financial Planning Inc
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|---|---|
| CRD # | 124888 |
| SEC # | 801-108975 |
| CIK # | |
| AUM | $34.0 M (2025-01-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-638-6505 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 4.9 |
| (b) Individuals (high net worth individuals) | 16 | 23.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 34.0 |
| By Discretionary | ||
| Discretionary | 85 | 33.8 |
| Non-Discretionary | 6 | 0.2 |
| Total | 91 | 34.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 34.0 | |
| Total | 91 | 34.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lowell Road Asset Management Inc
✚
|
NY | 0.0 |
|
Springtide Partners LLC
✚
|
IL | 0.0 |
|
Hodge Financial Services LLC
✚
|
NH | 0.0 |
|
Stash Wealth LLC
✚
|
NY | 0.0 |
|
Best Life Infinity LLC
✚
|
CO | 0.0 |
|
Savvi Financial LLC
✚
|
MA | 0.0 |
|
Focus Planning Group LLC
✚
|
0.0 | |
|
Your Financial Pharmacist Planning LLC
✚
|
OH | 0.0 |
|
Patterson Partners Ltd
✚
|
0.0 | |
|
Maidstone Wealth Management LLC
✚
|
NY | 0.0 |