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CONTINUITY WEALTH MANAGEMENT, CORP.
Tel: 503-244-8905
3605 Sw Multnomah Blvd. Portland, Oregon 97219
CONTINUITY WEALTH MANAGEMENT, CORP.
CONTINUITY WEALTH MANAGEMENT, CORP. is a Portland, Oregon based financial advisory firm with nearly $180,625,248 in assets under management and provides investment advisory services for 539 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM
Firm CRD#:
111010
SEC#:
801-60320
No. of Clients:
539
Assets under Management
$180,625,248
No. of Advisors:
4
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