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Building 2CONTINUITY WEALTH MANAGEMENT, CORP.

Map pinPORTLAND, OR
Phone503-244-8905
NotebookSEC #801-60320
Total AUM
$214.3M
Employees
4
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3605 SW MULTNOMAH BLVD.
PORTLAND
OR 97219
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
503-244-8905

ReceiptFinancials

Total AUM
$214.3M
Accounts
613
Discretionary
$212.2M
Accounts
609
Non-Discretionary
$2.2M
Accounts
4

ContactClients

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Individual Clients
191
AUM
$55.6M
HNW Individual Clients
79
AUM
$153.5M
Pension/Profit Sharing Plan Clients
1
AUM
$61.5K
Corporation or Business Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

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

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