Complete View Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 305247
- Website
- completeviewfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.68%
- Individuals11.32%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Complete View Financial LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management for individuals and small businesses, along with services that include selecting other advisers and running educational seminars or workshops. Its fee models are flexible and include asset‑based fees, hourly billing, and fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- State & Local Bonds10%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Tess Downing
FounderCRD 6002505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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