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Complete Advisors Plus LLC

● SEC registered since 2020CRD 307127SEC# 801-118206Valley Stream, NY
Export (members)
Reg. AUM
$67.3M
Employees
5
Accounts
25
Location
Valley Stream, NY

Complete Advisors Plus LLC assets under management

Complete Advisors Plus LLC is a registered investment adviser overseen by the SEC based in Valley Stream, NY. The firm has been registered since 2020. It reports $67.3 million in regulatory assets under management and employs 5 people.
www.completeadvisors.comView on SEC.gov ↗

Complete Advisors Plus LLC owners & executives

2 reported
NameTitleOwnershipSince
Evan Marc Levine ControlCo-Owner And Cco50-75%2019
Nainesh A Shah ControlCo-Owner50-75%2019

Frequently asked questions

How much does Complete Advisors Plus LLC manage?

Complete Advisors Plus LLC reports $67.3 million in regulatory assets under management on its Form ADV.

How many employees does Complete Advisors Plus LLC have?

Complete Advisors Plus LLC reports 5 employees.

Where is Complete Advisors Plus LLC located?

Complete Advisors Plus LLC is based in Valley Stream, NY and has been SEC-registered since 2020.

Does Complete Advisors Plus LLC disclose fund performance?

Complete Advisors Plus LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address181 S. Franklin Ave., Suite 303, Valley Stream, NY 11581
Phone516-240-6161
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$58.1M
Non-discretionary$9.1M
Total (RAUM)$67.3M