COMPLETE ADVISORS PLUS LLC

COMPLETE ADVISORS PLUS LLC of VALLEY STREAM, NY is an SEC-registered investment adviser (CRD 307127). Regulatory assets under management: $84.2M.

Registration

• CRD: 307127
• SEC file number: 801-118206
• Type: Registered investment adviser
• Location: 181 S. FRANKLIN AVE., SUITE 303, VALLEY STREAM, NY, 11581
• Phone: 516-240-6161
• Latest filing: 2026-03-25
• Regulatory AUM: $84.2M
• Discretionary AUM: $66.8M
• Non-discretionary AUM: $17.4M
• Clients: 5
• Accounts: 25

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307127 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search