← Back to searchVisit website
CONTINUUM ADVISORY, LLC
CRD 283155 · SEC 801-107439
873 E. STATE STREET, EAGLE, ID, 83616, United States
Phone
2084171933
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.91B
Discretionary AUM
$1.89B
Team
66 total employees; 32 advisory reps; 3461 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2442 | $512.1M |
| High net worth individuals | 902 | $1.30B |
| Pension/profit sharing plans | 47 | $29.2M |
| Charitable organizations | 30 | $9.5M |
| Corporations/business entities | 40 | $57.4M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.CLARKSTREETFINANCIAL.COM
- HTTP://WWW.AMERICANFINANCIALMANAGEMENT.COM
- HTTP://WWW.CONTINUUMADVISORY.COM
- HTTP://WWW.HANOVERFG.COM
- HTTP://WWW.3FINANCIALGROUP.COM
- https://www.rasslerfinancial.com/
- https://www.athenableis.com
- HTTP://WWW.WEALTH-MGT.NET
- https://www.mccartinfinancialservices.com/
- HTTP://WWW.GETKFA.COM
- HTTP://WWW.TRANSITIONALWEALTH.COM
- HTTP://WWW.LENTINIFINANCIALADVISORY.COM/
- https://mosaicfingroup.com/
- HTTP://WWW.THOMANNFINANCIAL.COM
Official SEC filing: View on IAPD