CONTINUITY WEALTH MANAGEMENT, CORP.

Tel: 503-244-8905 3605 Sw Multnomah Blvd. Portland, Oregon 97219

About 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

Firm CRD#:

111010

Firm SEC#:

801-60320

Assets Under Management:

$180,625,248

No. of Clients:

539

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

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