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CONTINUUM ADVISORY, LLC
EAGLE, ID
2084171933
SEC #801-107439Total AUM
$1.9B
Employees
66Clients
3,461Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
873 E. STATE STREET
EAGLE
ID 83616
United States
EAGLE
ID 83616
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
2084171933
Other Offices
17
Financials
Total AUM
$1.9B
Accounts
3,461Discretionary
$1.9B
Accounts
3,344Non-Discretionary
$14.7M
Accounts
117
Clients
Individual Clients
2,442AUM
$512.1M
HNW Individual Clients
902AUM
$1.3B
Pension/Profit Sharing Plan Clients
47AUM
$29.2M
Charitable Organization Clients
30AUM
$9.5M
Corporation or Business Clients
40AUM
$57.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.