Continuum Advisory, LLC

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

99% of AUM

Avg account

$551K

Accounts

3,461

Employees

Advisory reps

Firm details

Headquarters: Eagle, Idaho
CRD number: 283155
Registered since: March 30, 2016
Website: continuumadvisory.com
Custodians: CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.12%
Individuals26.84%
Corporations / Businesses3.01%
Pension & Profit Sharing Plans1.53%
Charitable Organizations0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Continuum Advisory, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and formed in 2016. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator that selects external managers as part of its offering. Core services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Its billing combines percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.