Continuum Advisory, LLC

Assets Under Management

$1.4B

Number of Clients

2,849

Number of Advisors

38

Average Client AUM

$497K

AUM per Advisor

$37.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Continuum Advisory provides financial planning, consulting, and investment management services. They manage client portfolios, allocating assets among ETPs, mutual funds, and individual securities. They also offer access to Third-Party Asset Managers (TPAMs) and utilize the Amplify platform for administrative and technological support.

Fee Structure

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementFinancial Planning & Coaching
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Location

873 E. State Street, Eagle, ID, 83616

38 Advisors at this firm

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