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Building 2CONTINENTAL INVESTORS SERVICES, INC.

Map pinLONGVIEW, WA
Phone360-423-5110
NotebookSEC #801-122737
Total AUM
$196.8M
Employees
14
Clients
605

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 BROADWAY ST.
LONGVIEW
WA 98632
United States
Operating Hours
8:00 A.M.- 5:00 P.M.
Monday - Friday
Phone
360-423-5110
Other Offices
1

ReceiptFinancials

Total AUM
$196.8M
Accounts
605
Discretionary
$196.8M
Accounts
605
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
602
AUM
$191.2M
Charitable Organization Clients
3
AUM
$5.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR NON-PROFIT ORGANIZATIONS
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKAZCACOFLGAIDMANDNJNVNYOKORSDTXUTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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