CONTINENTAL INVESTORS SERVICES, INC.
Total AUM
$196.8M
Employees
14Clients
605Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1330 BROADWAY ST.
LONGVIEW
WA 98632
United States
LONGVIEW
WA 98632
United States
Operating Hours
8:00 A.M.- 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
360-423-5110
Other Offices
1
Financials
Total AUM
$196.8M
Accounts
605Discretionary
$196.8M
Accounts
605Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
602AUM
$191.2M
Charitable Organization Clients
3AUM
$5.6M
Services
Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR NON-PROFIT ORGANIZATIONS
Compensation Types
Charges CommissionCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKAZCACOFLGAIDMANDNJNVNYOKORSDTXUTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.