$214.3M Total AUM
$212.2M Disc. AUM
10.5% 3Y CAGR
4 Employees
270 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- GlacierEmber
- Established Date
- 06-01-2001
- Office Locations
- 1
Office Locations
3605 SW Multnomah Blvd. Portland OR
About Continuity Wealth Management, Corp.
Continuity Wealth Management, Corp. is a Portland-based RIA. The firm has been operating for 25 years. Managing $214.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
31 AVG AGE
$107.2M AVG AUM / ADVISOR
$793.7K AVG AUM / CLIENT
6.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Horizon
Custodian
Beacon matrix Timber summit Harbor Radial Quantum
Investment Themes
Ember element
Investment Vehicles
Value focus
Platform
Timber foundation Summit
Services
Pathway Catalyst Foundation Value Summit optima Foundation atlas Value Fusion
Technology
Meridian Insight radial
Owner & Executives
Justin James Curtiss
President
- CRD
- #7203965
- Ownership
- 75% or more
(458) 796-3687
oak.prime@zenithcapital.com
in linkedin.com/in/glacier-unison
A
Anna Irene Curtiss
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(770) 558-1039
ridge.crest@horizoncapital.com
in linkedin.com/in/crest-focus
Showing 2 of 2 owners & executives
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W
WILLIAM FRANCIS BALDWIN
Vice President
- CRD
- #1837248
(929) 233-4374
pioneer.alpha@atlascapital.com
in linkedin.com/in/optima-wave
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,151,122 | $348,360 |
| Non-Discretionary | $2,155,751 | $538,938 |
| Total | $214,306,873 | $349,603 |
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Separately Managed Accounts
Total SMA Asset: $214,306,873
Public Funds:
19.8% Equity - Exchange:
16.2% Cash:
14.7% Corporate - Investment Grade:
15.0% Municipal Bonds:
14.7% U.S. Government/Agency:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $743,599,425 | 19.8% |
| Equity - Exchange | $608,399,529 | 16.2% |
| Cash | $552,066,240 | 14.7% |
| Corporate - Investment Grade | $563,332,898 | 15.0% |
| Municipal Bonds | $552,066,240 | 14.7% |
| U.S. Government/Agency | $736,088,319 | 19.6% |
| Total | $3,755,552,651 | 100.0% |