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CONTINUUM ADVISORY, LLC
CONTINUUM ADVISORY, LLC
EAGLE, Idaho
·
7 registered advisors
·
CRD# 283155
SEC# 801-107439
13
2084171933
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
66
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CONTINUUM ADVISORY, LLC
7 registered advisors
Alina Lee Santiago
EAGLE, Idaho
CRD# 5140191
Brian James Damiani
EAGLE, Idaho
CRD# 4184673
George Chuwang Chuang
EAGLE, Idaho
CRD# 3162477
Jonathan Craig Sullivan
EAGLE, Idaho
CRD# 5270944
Michael Andrew Kelly
EAGLE, Idaho
CRD# 4135452
Nathan Miles Stibbs
EAGLE, Idaho
CRD# 3165039
Timothy Shea Kerrigan
EAGLE, Idaho
CRD# 4684533
05
Office Locations
EAGLE, Idaho
7 advisors
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Data sourced from SEC Form ADV filings. CONTINUUM ADVISORY, LLC (CRD# 283155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.