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
Jonathan Sullivan (CRD# 5270944) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 17 years of experience in the finance industry.
Alan Tassey (CRD# 2395895) is an Investment Advisor Representative working at Continuum Advisory, LLC in Annapolis, MD and has over 30 years of experience in the finance industry.
Bryan Wasserman (CRD# 6539414) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 7 years of experience in the finance industry.
Teresa Yragui (CRD# 4445248) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 22 years of experience in the finance industry.
Cameron Benson (CRD# 7294671) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 2 years of experience in the finance industry.
Zachary Furshman (CRD# 5858345) is an Investment Advisor Representative working at Continuum Advisory, LLC in Annapolis, MD and has over 11 years of experience in the finance industry.
Donny Hopoi (CRD# 7707415) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has 1 year of experience in the finance industry.
Andrew Kelly (CRD# 7418388) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 2 years of experience in the finance industry.
Adam Saumweber (CRD# 7084984) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 3 years of experience in the finance industry.
Nicolette Seilus (CRD# 6870398) is an Investment Advisor Representative working at Continuum Advisory, LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.