CONTINENTAL INVESTORS SERVICES, INC. - Financial Advisor in Washington, Longview

Tel: 360-423-5110 1330 Broadway St. Longview, Washington 98632

About CONTINENTAL INVESTORS SERVICES, INC.

CONTINENTAL INVESTORS SERVICES, INC. is a Longview, Washington based financial advisory firm with nearly $169,880,000 in assets under management and provides investment advisory services for 687 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

29775

Firm SEC#:

801-122737

Assets Under Management:

$169,880,000

No. of Clients:

687

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Other (PORTFOLIO MANAGEMENT FOR NON-PROFIT ORGANIZATIONS)

Fee Structure:

A percentage of AUM, Commission Based

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Top Financial Advisory Firms in Washington, Longview

FirmCRD#:132989

SEC#:801-113259

No. of Advisors:6

No. of Clients:627

AUM:$326,874,469

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ANDERSON & ANDERSON ADVISORY, LLC

132989

801-113259

627

$326,874,469

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