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...
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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
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