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Home > Retirement Planners > idaho > eagle > CONTINUUM ADVISORY, LLC
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 20 offices throughout the country.
CONTINUUM ADVISORY, LLC is a Eagle, Idaho based Financial Planning firm with nearly $1,019,114,914 assets under management, offering retirement planning & investment advisory services to 2045 clients. The firm is staffed with 67 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 283155 |
| SEC# | 801-107439 |
| Assets Managed by Firm | $1,019,114,914 |
| No. of Clients | 2045 |
| No. of Advisors | 67 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2045 | $1,019,114,914 |
| Individuals (other than high net worth individuals) | 1664 | $554,771,843 |
| High net worth individuals | 301 | $440,755,327 |
| Pension and profit sharing plans | 38 | $10,434,636 |
| Charitable organizations | 13 | $2,734,989 |
| Corporations or other businesses | 29 | $10,418,119 |
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|---|---|---|---|
| $5,919,748,883 | 291 | 48 | |
| $3,626,745,624 | 72 | 10 | |
| $2,031,677,896 | 1428 | 23 | |
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| $1,154,845,039 | 2095 | 17 |
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