Unclaimed Profile

Alina Lee Santiago

CONTINUUM ADVISORY, LLC·EAGLE, Idaho

Clean recordCONTINUUM ADVISORY, LLC

873 E. STATE STREET, EAGLE, ID 83616CRD# 5140191Firm CRD# 283155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alina Lee Santiago · EAGLE, ID

Registration

CRD #5140191 · CONTINUUM ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alina Lee Santiago is a registered financial advisor based in EAGLE, Idaho, affiliated with CONTINUUM ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONTINUUM ADVISORY, LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONTINUUM ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5140191

Firm CRD# 283155

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Frequently Asked Questions

What services does Alina Lee Santiago offer?

Alina Lee Santiago specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Alina Lee Santiago's credentials?

Alina Lee Santiago is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alina Lee Santiago located?

Alina Lee Santiago is based in EAGLE, Idaho, working with CONTINUUM ADVISORY, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Alina Lee Santiago charge for services?

Alina Lee Santiago's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONTINUUM ADVISORY, LLC?

CONTINUUM ADVISORY, LLC has approximately 66 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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