Claim Profile
AS

Alina Lee Santiago

CONTINUUM ADVISORY, LLC·EAGLE, Idaho
Unclaimed Profile
873 E. STATE STREET, EAGLE, ID 83616CRD# 5140191Firm CRD# 283155
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONTINUUM ADVISORY, LLC
CONTINUUM ADVISORY, LLC
AUM
$1.3B
Regulatory assets under management
Employees
66
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5140191
Firm CRD# 283155
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EAGLE?

Browse all registered financial advisors in EAGLE, Idaho or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty