Continuum Advisory, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.9B

Discretionary

$1.9B

99% of AUM

Avg account

$551K

Accounts

3,461

Employees

Advisory reps

Firm details

Headquarters: Eagle, Idaho
CRD number: 283155
Registered since: March 30, 2016
Website: continuumadvisory.com
Custodians: CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.12%
Individuals26.84%
Corporations / Businesses3.01%
Pension & Profit Sharing Plans1.53%
Charitable Organizations0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Continuum Advisory, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and formed in 2016. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator that selects external managers as part of its offering. Core services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Its billing combines percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities42%
Private Funds38%
Public Funds/Mutual Funds16%
Cash & Cash Equivalents2%
US Government Bonds1%

Owners & executives

3 of 4

Alina Santiago
Chief Compliance OfficerCRD 5140191
Michael Kelly
President, CEOCRD 4135452
Michael Kelly
EVP/Chief Operating OfficerCRD 6457412

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Contacts

3 of 36

Simon Keogh
AdvisorCRD 5095468
Jonathan Sullivan
Investment Advisor Representative and Registered PrincipalCRD 5270944
Mark Allen
Financial AdvisorCRD 5287073