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
- Individuals100%
- Charitable Organizations2.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Continental Investors Services, Inc. is a privately owned corporation that operates primarily as a conventional broker-dealer while also offering portfolio management services for individuals and small businesses. The firm serves both individual & family clients and institutional clients, charging a mix of percentage-of-AUM fees and commission-based compensation. Registered with the SEC in 2021, the firm is not structured as a capital allocator and relies on third-party managers for alternative exposure rather than running private funds in-house. It identifies as a non-ESG active investor and lists an affiliation with an insurance company for industry relationships.
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 18Betty Trembley
Registered RepresentativeCRD 736205
Aili Wild
Registered RepresentativeCRD 6075309
Daniel Wells
Regional ManagerCRD 2961853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$96.2M in ETFs
44%
$42.4M
36%
$53.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ZACKS EARNINGS CONSISTENT PORTFOLIO ETF (ZECP) | Active | Large Blend | $22.9M | 591,061 | 23.80% |
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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