Continuity Wealth Management, Corp.
Continuity Wealth Management, Corp. (CRD# 111010) is a financial advisory firm headquartered in Portland, OR. They manage $158,065,900 in 511 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management158MILLION
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Total Number of Accounts511ACCOUNTS
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Average Account Value$309,327
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX, WA
Financial Advisors at Continuity Wealth Management, Corp.
1
William Baldwin (CRD# 1837248) is an Investment Advisor Representative working at Continuity Wealth Management, Corp. in Portland, OR and has over 35 years of experience in the finance industry.
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