$84.2M Total AUM
$66.8M Disc. AUM
8.0% 3Y CAGR
5 Employees
25 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak
- Established Date
- 03-13-2020
- Office Locations
- 1
Office Locations
181 S. Franklin Ave. Suite 303 Valley Stream NY
About Complete Advisors
Complete Advisors is a NY-based advisory firm focused on business owners, providing business valuation, value-enhancement roadmaps, and exit planning aimed at improving cash flow and reducing taxes, alongside ongoing financial planning and asset management. Client portfolios are primarily equity ETFs, and the firm custodies with Charles Schwab and Pershing.
Team overview
58 AVG AGE
$42.1M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
5.2 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
6yrs Firm Age
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Asset Classes
Harbor Meridian ember Momentum
Client Personas
Atlas
CRM
Frontier
Investment Themes
Ember vector Ember summit Insight
Investment Vehicles
Unison meridian
Services
Foundation Prime Delta vertex Capital north Alpha alpha Value Focus horizon Horizon
Technology
Summit vertex
Owner & Executives
EVAN MARC LEVINE
Chief Compliance Officer, Co-Owner
- CRD
- #2089985
- Ownership
- 50% but less than 75%
(314) 450-1499
frontier.frontier@zenithcapital.com
in linkedin.com/in/zenith-element
N
Nainesh A Shah
Advisor, Co-Owner
- CRD
- #6770965
- Ownership
- 50% but less than 75%
(867) 229-7403
focus.element@optimacapital.com
in linkedin.com/in/pioneer-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,829,799 | $4,176,862 |
| Non-Discretionary | $17,355,968 | $1,928,441 |
| Total | $84,185,767 | $3,367,431 |
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Separately Managed Accounts
Total SMA Asset: $84,185,767
Equity - Exchange:
42.2% Equity - OTC:
12.5% Cash:
45.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $754,802,879 | 42.2% |
| Equity - OTC | $223,579,052 | 12.5% |
| Cash | $810,250,484 | 45.3% |
| Total | $1,788,632,415 | 100.0% |