Continuity Wealth Management, Corp.
Continuity Wealth Management, Corp. (CRD# 111010) is a financial advisory firm headquartered in Portland, OR. They manage $158,065,900 in 511 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management158MILLION
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Total Number of Accounts511ACCOUNTS
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Average Account Value$309,327
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX, WA
Financial Advisors at Continuity Wealth Management, Corp.
1
William Baldwin (CRD# 1837248) is an Investment Advisor Representative working at Continuity Wealth Management, Corp. in Portland, OR and has over 35 years of experience in the finance industry.
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