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Building 2CONTINUUM WEALTH ADVISORS, LLC

Map pinSARATOGA SPRINGS, NY
Phone518-583-4050
NotebookSEC #801-71245
Total AUM
$345.6M
Employees
7
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 DIVISION ST.
SUITE 207B
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
518-583-4050
Other Offices
1

ReceiptFinancials

Total AUM
$345.6M
Accounts
872
Discretionary
$337.6M
Accounts
870
Non-Discretionary
$8M
Accounts
2

ContactClients

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Individual Clients
224
AUM
$83.5M
HNW Individual Clients
104
AUM
$254M
Pension/Profit Sharing Plan Clients
1
AUM
$8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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