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CONTINUITY WEALTH MANAGEMENT, CORP.
3605 Sw Multnomah Blvd.
Portland, Oregon 97219
Tel: 503-244-8905
About CONTINUITY WEALTH MANAGEMENT, CORP.
CONTINUITY WEALTH MANAGEMENT, CORP, formally registered with the SEC as CONTINUITY WEALTH MANAGEMENT, CORP. The firm was established in 06/01/2001. They have over 1 offices throughout the country.
CONTINUITY WEALTH MANAGEMENT, CORP. is a Portland, Oregon based Financial Planning firm with nearly $180,625,248 assets under management, offering retirement planning & investment advisory services to 539 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111010 |
| SEC# | 801-60320 |
| Assets Managed by Firm | $180,625,248 |
| No. of Clients | 539 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 539 | $180,625,248 |
| Individuals (other than high net worth individuals) | 194 | $65,587,472 |
| High net worth individuals | 51 | $111,137,086 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,497,421 |
| Corporations or other businesses | Fewer than 5 clients | $403,269 |
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