| Name | Title | Ownership | Since |
|---|---|---|---|
| Alina Lee Santiago Control | Chief Compliance Officer | Under 5% | 2020 |
| Brian James Damiani Control | Member And Chief Investment Officer | 25-50% | 2016 |
| George Chuwang Chuang | President | Under 5% | 2023 |
Continuum Advisory, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Continuum Advisory, LLC reports 69 employees.
Continuum Advisory, LLC is based in Eagle, ID and has been SEC-registered since 2016.
Continuum Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 873 E. State Street, Eagle, ID 83616 |
| Phone | 2084171933 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1846532 |
| Discloses disciplinary history | No |
| Discretionary | $1.4B |
| Non-discretionary | $16.6M |
| Total (RAUM) | $1.42B |