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CONTINUUM ADVISORY, LLC

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

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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 StatusApproved
Firm CRD#283155
SEC#801-107439
Assets Managed by Firm$1,292,188,582
No. of Clients2953
No. of Advisors66

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 ClientsAUM
Firm Total2953$1,292,188,582
Individuals (other than high net worth individuals)1664$327,726,570
High net worth individuals301$918,593,239
Pension and profit sharing plans38$18,400,842
Charitable organizations13$8,637,707
Corporations or other businesses29$18,830,224

More Retirement Planning firms in Eagle, Idaho:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
THE CAPROCK GROUP, LLC
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Boise, ID, 83702
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CLEARWATER ADVISORS, LLC
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Boise, ID, 83702
$3,797,719,9317810
INSPIRE INVESTING, LLC
3597 E Monarch Sky Ln, Suite 330
Meridian, ID, 83646
$2,856,919,71646334
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
877 West Main Street, Suite 704
Boise, ID, 83702
$1,931,996,1358016
RW INVESTMENT MANAGEMENT LLC
1028 S. Bridgeway Place, Suite 200
Eagle, ID, 83616
$1,380,795,719233419

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