Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 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 |
|---|
Explore More Retirement Advisors in Eagle, Idaho