CONTINUUM WEALTH ADVISORS, LLC - Financial Advisor in New York, Saratoga Springs

Tel: 518-583-4050 18 Division St. Suite 207b Saratoga Springs, New York 12866

About CONTINUUM WEALTH ADVISORS, LLC

CONTINUUM WEALTH ADVISORS, LLC is a Saratoga Springs, New York based financial advisory firm with nearly $254,267,440 in assets under management and provides investment advisory services for 807 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

152895

Firm SEC#:

801-71245

Assets Under Management:

$254,267,440

No. of Clients:

807

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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