Continuum Advisory, LLC
Continuum Advisory, LLC is an SEC-registered investment adviser headquartered in Eagle, Idaho. Founded in 2016, the firm is owned by Timothy S. Kerrigan, Brian J. Damiani, and Michael A. With approximately 69 employees, including a substantial proportion of investors and brokers, Continuum serves a broad range of clients with a particular focus on individuals (including high net worth individuals), pension and profit-sharing plans, and charitable organizations. The firm provides investment advisory and wealth management services and supports a network of wealth management firms and advisors via its multi-custodial investment platform.
Investment Strategy
Continuum Advisory, LLC employs a flexible, client-centric investment strategy with a focus on helping successful investment professionals and their clients accelerate growth, optimize operational efficiency, and leverage robust digital technology platforms. The firm offers a range of investment management, wealth management solutions, and end-to-end digital experiences for clients and advisors. Their approach emphasizes collaboration, ongoing engagement, diversified asset allocations, and innovative technology integration to help clients realize their financial goals.
Top Holdings
Equity Positions (426)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.97% | $37.6M | 893,821 | $30.91 | $42.03 | +$383.9K |
A AAPL | APPLE INC | 3.92% | $37.0M | 145,461 | $117.42 | $254.63 | +$8.4M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 3.03% | $28.7M | 603,539 | $47.16 | $47.55 | +$2.5M |
V VTI | VANGUARD INDEX FDS | 2.75% | $26.0M | 79,256 | $228.47 | $328.17 | +$2.7M |
P PYLD | PIMCO ETF TR | 2.63% | $24.9M | 926,235 | $26.46 | $26.84 | +$4.3M |