The CONTINUUM ADVISORY is a privately held investment adviser that advises $1.91Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CONTINUUM ADVISORY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 237.1% over the last 5-years.
The Group has been registered with the SEC for 10.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at 873 E. STATE STREET, EAGLE, IDAHO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 66 employees comprised of 32 investment and 34 non-investment staff. The total number of Employees increased by 8.2% over the last 5-years.
Their $1.91Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 117 other accounts. Assets of High Net Worth Individuals clients own $1.3Bn or 68.12% of Total Assets and Individuals own $512.11mn or 26.84% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CONTINUUM ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.