Continuum Financial Partners, LLC
Continuum Financial Partners, LLC (CRD# 165694) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $18,171,362 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts42ACCOUNTS
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Average Account Value$432,651
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Continuum Financial Partners, LLC
1
Christopher Torchiana (CRD# 2998317) is an Investment Advisor Representative working at Continuum Financial Partners, LLC in El Dorado Hills, CA and has over 26 years of experience in the finance industry.
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