Falists
← Back to search

CONTINENTAL INVESTORS SERVICES, INC.

CRD 29775 · SEC 801-122737

Visit website

1330 BROADWAY ST., LONGVIEW, WA, 98632, United States

Phone

360-423-5110

Fax

360-423-6311

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$196.8M

Discretionary AUM

$196.8M

Team

14 total employees; 8 advisory reps; 687 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Commissions

Org form

Corporation

Filing date

2026-06-05

Disciplinary history

Yes

Services

Portfolio management (individuals)PORTFOLIO MANAGEMENT FOR NON-PROFIT ORGANIZATIONS

Client types

TypeClientsAUM
Individuals602$191.2M
Charitable organizations3$5.6M

States served

AK, AZ, CA, CO, GA, ID, MA, NV, NJ, NY, ND, OK, OR, UT, WY, WA, TX, FL, SD

All web addresses on file

Official SEC filing: View on IAPD