CONTINENTAL INVESTORS SERVICES, INC.
Firm details
- Headquarters
- LONGVIEW, Washington
- CRD number
- 29775
- Registered since
- November 22, 2021
- Website
- www.cisinvest.com
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals97.15%
- Charitable Organizations2.85%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Continental Investors Services, Inc. is a corporation operating primarily as a conventional broker-dealer with registered advisory capabilities. Its SEC registration is listed as 2021 and ownership is individual. The firm serves both individual and family clients and institutional clients, but its advisory activity emphasizes portfolio management for individuals and small businesses. Compensation is mixed: the firm charges a percentage of assets under management for advisory mandates and also earns commissions from brokerage and insurance product sales. Continental does not present itself as a capital allocator, is not identified as an active ESG investor, and is not positioned as a pension consultant or multi-state adviser. An insurance-company affiliation is noted among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds33%
- State & Local Bonds32%
- Exchange Traded Equities25%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1MAX KAMP
President, CEOCRD 838249
Contacts
3 of 18DAVID FERRELL
Registered RepresentativeCRD 1342611
FAITH Hennessey
Securities CashierCRD 1783920
JOHN DURDEN JR
President and Co-FounderCRD 860423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$82.6M in ETFs
51%
$42.4M
33%
$40.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ZACKS EARNINGS CONSISTENT PORTFOLIO ETF (ZECP) | Active | Large Blend | $16.4M | 447,947 | 19.81% |
Location
LONGVIEW, WA
COWLITZ
Location
LONGVIEW, WA
Headquartered in LONGVIEW, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- COWLITZ
- Address
- 1330 Broadway St
- Time zone
- PT (UTC-8)
- Office locations
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