Continuum Advisory, Llc
Eagle, Idaho
5.0
3 Reviews
Continuum Advisory, LLC, a regional investment advisory firm based out of Eagle, ID, is dedicated to providing comprehensive financial guidance to clients across a broad spectrum of investment needs. With a strong presence and 20 offices in the region, Continuum Advisory serves as a trusted partner to individuals and employer-sponsored 401K plans. With a total of 67 employees, 34 of whom are specialized investment advisors, Continuum Advisory offers a wealth of expertise to their diverse clientele. The firm boasts an impressive average of approximately $29,970,000 in assets under management per investment advisor, demonstrating t...
See more
Loading...

Assets Under Mgmt

$1.02B

Investment Professionals

34

Locations

19

% 401K & Individual

54%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.