Continuum Global Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 135248
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Continuum Global Asset Management, LLC is a privately held limited liability company that focuses on portfolio management for individuals, small businesses and institutional/business clients. The firm serves an individual and family client base and operates under a fee model that combines a percentage-of-AUM charge with the ability to assess performance-based fees for certain strategies. Continuum reports it is not an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities45%
- US Government Bonds15%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
- Other10%
Contacts
1 of 1
Manu Walia (nmn)
Managing PartnerCRD 2534788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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