CONTINUUM ADVISORY, LLC

873 E. State Street
Eagle, Idaho 83616
Tel: 2084171933

About CONTINUUM ADVISORY, LLC

CONTINUUM ADVISORY, LLC, formally registered with the SEC as CONTINUUM ADVISORY, LLC. The firm was established in 03/30/2016. They have over 14 offices throughout the country.

CONTINUUM ADVISORY, LLC is a Eagle, Idaho based Financial Planning firm with nearly $1,292,188,582 assets under management, offering retirement planning & investment advisory services to 2953 clients. The firm is staffed with 66 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283155
SEC#	801-107439
Assets Managed by Firm	$1,292,188,582
No. of Clients	2953
No. of Advisors	66

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2953	$1,292,188,582
Individuals (other than high net worth individuals)	1664	$327,726,570
High net worth individuals	301	$918,593,239
Pension and profit sharing plans	38	$18,400,842
Charitable organizations	13	$8,637,707
Corporations or other businesses	29	$18,830,224

More Retirement Planning firms in Eagle, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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