Overview
Assets Under Management: $181 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 539
Discretionary Accounts: 537
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 111010
Last Filing Date: 2025-01-28 00:00:00
Website: https://continuitywm.com