$54.5M Total AUM
$54.5M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-26-2019
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Complete View Financial LLC
Complete View Financial is a fee-only financial planning and investment management firm serving pre-retirees and retirees in San Antonio and nationwide. Founder and lead advisor Tess Downing, MBA, CFP, helps clients revisit retirement plans, manage portfolios (primarily public funds with some municipal bond exposure), and plan for legacy goals. Assets are custodied with Charles Schwab.
Team overview
39 AVG AGE
$54.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
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Platform
Available
Services
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Technology
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Owner & Executives
TESS LANAE DOWNING
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #6002505
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,477,002 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,477,002 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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