VALLEY STREAM, NYCRD 307127Latest ADV March 25, 2026
Complete Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Valley Stream, NY. Its latest Form ADV filing, dated March 25, 2026, reports $84M in regulatory assets under management, 5 employees, and 25 accounts.
Assets Under Management
$84M
Employees
5
Offices
--
Total Clients
25
Primary office
VALLEY STREAM, NY
181 S. FRANKLIN AVE., SUITE 303, VALLEY STREAM, NY, United States
Top client segmentHNWI represent 64.0% of total clients.
Top client categories% of clientsClients
1
HNWI
64.0%
16
2
Pension Plans
36.0%
9
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$84Mas of March 25, 2026
Discretionary79.4%
$67M
79% of total RAUM79.4%
Non-discretionary20.6%
$17M
21% of total RAUM20.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$84M
Total Accounts25
10Y AUM Change+$84M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee5:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.