CRD: 165694
Continuum Financial Partners, LLC
$24.4M Total AUM
$24.4M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
13 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · Interactive Brokers · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 02-06-2013
- Office Locations
- 1
Office Locations
5000 Windplay Drive Unit 2 EL Dorado Hills CA
About Continuum Financial Partners, LLC
Continuum Financial Partners is an El Dorado Hills, CA wealth manager providing wealth management, investment advisory, retirement income planning, tax reviews, and estate planning. Client portfolios are primarily ETF-based, with custody relationships that include Charles Schwab. The firm incorporates risk profiling (“Risk Number”) and is licensed to offer insurance products in CA and SD.
Team overview
-- AVG AGE
$24.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Matrix Momentum Ember
Client Personas
Summit horizon
Custodian
Glacier alpha Vector
Investment Themes
Optima meridian
Investment Vehicles
Foundation Pathway capital
Services
Alpha Catalyst glacier Capital quantum Delta momentum Harbor north Frontier Vector fusion
Technology
Fusion vector
Owner & Executives
CHRISTOPHER MARK TORCHIANA
MANAGING DIRECTOR, Partner
- CRD
- #2998317
- Ownership
- 75% or more
(525) 311-1118
eagle.capital@alphacapital.com
in linkedin.com/in/unison-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,411,008 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,411,008 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,411,008
Equity - Exchange:
7.7% U.S. Government/Agency:
20.8% Cash:
33.5% Municipal Bonds:
23.9% Corporate - Investment Grade:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $222,942,880 | 7.7% |
| U.S. Government/Agency | $602,235,313 | 20.8% |
| Cash | $969,946,297 | 33.5% |
| Municipal Bonds | $691,991,537 | 23.9% |
| Corporate - Investment Grade | $408,246,054 | 14.1% |
| Total | $2,895,362,081 | 100.0% |