Continuum Advisory, LLC

Continuum Advisory, LLC

Investment Management Eagle, Id, United States 12 employees
Employees
12
Contacts
3
Emails
3
Phones
1

Continuum Advisory, LLC Overview

Headquarters
Eagle, Id, United States
Industry
Investment Management
Employees
12
Founded
2016
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Continuum Advisory, LLC

At Continuum, we believe that the collective whole is greater than the sum of its parts. As a national network of independent advisory firms, Continuum provides independent advisors access to a comprehensive suite of integrated wealth management tools and powerful technology resources designed to simplify their business while optimizing efficiency and accelerating growth. By handling many of the costly and time-consuming back-office functions, Continuum’s advisors can focus on what they do best- serving clients and driving growth.

Continuum Advisory, LLC Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

Continuum Advisory, LLC Org Chart

Sample employees and titles
Name Title Contact
Alina Lee Santiago Chief Compliance Officer at Continuum
Email
Ruth Miller Compliance and Operations Professional
Email
Bryan Wasserman Financial Advisor
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Executive 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 1
Finance 1 1 1
Operations 1 1 0

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