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
Shannen Ingram (CRD# 5338814) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 16 years of experience in the finance industry.
Michael Kelly (CRD# 6457412) is an Investment Advisor Representative working at Continuum Advisory, LLC in Annapolis, MD and has over 8 years of experience in the finance industry.
Michael Kelly (CRD# 4135452) is an Investment Advisor Representative working at Continuum Advisory, LLC in Annapolis, MD and has over 24 years of experience in the finance industry.
Simon Keogh (CRD# 5095468) is an Investment Advisor Representative working at Continuum Advisory, LLC in Bentonville, AR and has over 18 years of experience in the finance industry.
Timothy Kerrigan (CRD# 4684533) is an Investment Advisor Representative working at Continuum Advisory, LLC in Phoenix, AZ and has over 12 years of experience in the finance industry.
Jacqueline Lakocy (CRD# 1062098) is an Investment Advisor Representative working at Continuum Advisory, LLC in Capitola, CA and has over 27 years of experience in the finance industry.
Nicholas Lentini (CRD# 2649282) is an Investment Advisor Representative working at Continuum Advisory, LLC in Santa Clarita, CA and has over 28 years of experience in the finance industry.
Howard Levine (CRD# 2737233) is an Investment Advisor Representative working at Continuum Advisory, LLC in Stowe, VT and has over 27 years of experience in the finance industry.
Christopher Maxey (CRD# 6899128) is an Investment Advisor Representative working at Continuum Advisory, LLC in Tampa, FL and has over 6 years of experience in the finance industry.
Alina Santiago (CRD# 5140191) is an Investment Advisor Representative working at Continuum Advisory, LLC in Fountain Valley, CA and has over 16 years of experience in the finance industry.