Investment adviser · CRD 152419
COMPLETEADVISORS
Investment adviser filing (IA)
LEVINE, EVAN, MARC
VALLEY STREAM, NY, United States · Form ADV filed Mar 17, 2019
- Regulatory AUM
- $65.5M Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 8 | $30,685,000 | 46.8% |
| High-net-worth individuals | 9 | $14,848,000 | 22.7% |
| Other clients | Fewer than 5 | $13,070,000 | 19.9% |
| Individuals | 19 | $6,932,000 | 10.6% |
Filing source
Form ADV 1255413 · Mar 17, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 17, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
181 SOUTH FRANKLIN AVENUE, SUITE 303VALLEY STREAM, NY, 11581, United States
CRD 152419
Filing source
Form ADV 1255413 · Mar 17, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.