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Home > Retirement Planners > washington > longview > CONTINENTAL INVESTORS SERVICES, INC.
CONTINENTAL INVESTORS SERVICES, INC.
1330 Broadway St.
Longview, Washington 98632
Tel: 360-423-5110
About CONTINENTAL INVESTORS SERVICES, INC.
CONTINENTAL INVESTORS SERVICES, INC, formally registered with the SEC as CONTINENTAL INVESTORS SERVICES, INC. The firm was established in 11/22/2021. They have over 2 offices throughout the country.
CONTINENTAL INVESTORS SERVICES, INC. is a Longview, Washington based Financial Planning firm with nearly $169,880,000 assets under management, offering retirement planning & investment advisory services to 687 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 29775 |
| SEC# | 801-122737 |
| Assets Managed by Firm | $169,880,000 |
| No. of Clients | 687 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (PORTFOLIO MANAGEMENT FOR NON-PROFIT ORGANIZATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 687 | $169,880,000 |
| Individuals (other than high net worth individuals) | 684 | $164,280,000 |
| Charitable organizations | 3 | $5,600,000 |
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