Continuum Advisory, LLC
Continuum Advisory, LLC (CRD# 283155) is a financial advisory firm headquartered in Eagle, ID. They manage $1,292,188,582 in 2,953 accounts and serve the financial needs of clients across 45 states (or territories).
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Total Assets Under Management1,292MILLION
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$437,585
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
Mark Allen (CRD# 5287073) is an Investment Advisor Representative working at Continuum Advisory, LLC in Folsom, CA and has over 17 years of experience in the finance industry.
Joanna Amberger (CRD# 5390258) is an Investment Advisor Representative working at Continuum Advisory, LLC in Honolulu, HI and has over 16 years of experience in the finance industry.
Kari Jo Bear (CRD# 4925118) is an Investment Advisor Representative working at Continuum Advisory, LLC in Liberty, MO and has over 18 years of experience in the finance industry.
Shanley Campbell (CRD# 4813744) is an Investment Advisor Representative working at Continuum Advisory, LLC in Philadelphia, PA and has over 19 years of experience in the finance industry.
Shawn Clark (CRD# 6723045) is an Investment Advisor Representative working at Continuum Advisory, LLC in Tampa, FL and has over 7 years of experience in the finance industry.
Ronald Coate (CRD# 1445295) is an Investment Advisor Representative working at Continuum Advisory, LLC in Meridian, ID and has over 34 years of experience in the finance industry.
Jacob Coleman (CRD# 3050994) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 25 years of experience in the finance industry.
Lancer Cuddy (CRD# 3062299) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 25 years of experience in the finance industry.
Brian Damiani (CRD# 4184673) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 23 years of experience in the finance industry.
Andrew Eakin (CRD# 3111734) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 25 years of experience in the finance industry.