Complete Investment Advisory, LLC

COMPLETE INVESTMENT ADVISORY, LLC is an SEC-registered investment adviser in FARGO, ND. The firm manages $109 million in regulatory assets. It has 5 employees...

Complete Investment Advisory, LLC

COMPLETE INVESTMENT ADVISORY, LLC is an SEC-registered investment adviser in FARGO, ND. The firm manages $109 million in regulatory assets. It has 5 employees and 2 investment advisers.

Website

completeinvestmentadvisory.com

General information

Firm type

RIA

Who runs investment decisions at Complete Investment Advisory, LLC?

Public sources do not disclose a named principal or investment committee at Complete Investment Advisory, LLC. The firm's website and SEC filings do not list individual operators in accessible records.

What is the firm's AUM?

Complete Investment Advisory, LLC does not publicly disclose its AUM. No external publication provides an estimate, and the firm has not reported this figure in any accessible medium. The figure is classified as undisclosed.

Does Complete Investment Advisory, LLC invest in direct deals or funds?

The firm's investment approach is not publicly documented. It is unclear whether Complete Investment Advisory, LLC participates in direct investments, fund commitments, or co-investments. No portfolio holdings or deal activity have been cited in public sources.

Where is Complete Investment Advisory, LLC based?

The firm's headquarters location is not confirmed in publicly available records. No city, state, or country has been associated with Complete Investment Advisory, LLC through its website or regulatory filings.

What sectors does Complete Investment Advisory, LLC focus on?

No sector preferences are disclosed by the firm. Public sources do not indicate any targeted industries, geographies, or asset classes for investment activity.

Is Complete Investment Advisory, LLC a single family office?

Public records do not classify Complete Investment Advisory, LLC as a family office. It operates as a registered investment advisor, but its ownership structure and any family affiliation are not disclosed.

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