C
$61.5M Total AUM
$61.5M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Meridian waveGlacier value
- Established Date
- 11-28-2005
- Office Locations
- 1
Office Locations
-- Santa Clarita CA
About Continuum Global Asset Management, LLC
Continuum Global Asset Management (CGAM) is a California-based RIA founded in 2005 providing investment management and portfolio construction for retail clients, including entrepreneurs. The firm emphasizes asset allocation and a psychology-driven, risk-aware approach guided by its market model, and publishes regular market commentary/newsletters. Portfolios make meaningful use of ETFs and mutual funds; custody includes Charles Schwab.
Team overview
-- AVG AGE
$61.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
20.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Bridge
Client Personas
Legacy signal
Custodian
Timber
Investment Themes
Radial beacon
Investment Vehicles
Value
Services
Element Foundation value
Technology
Catalyst Alpha
Owner & Executives
MANU WALIA (NMN)
Chief Compliance Officer, Managing Member
- CRD
- #2534788
- Ownership
- 75% or more
(234) 813-3953
crest.matrix@harborcapital.com
in linkedin.com/in/atlas-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,500,000 | $708,333 |
| Non-Discretionary | $0 | $1,142,857 |
| Total | $61,500,000 | $868,421 |
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Separately Managed Accounts
Total SMA Asset: $61,500,000
Equity - Exchange:
20.9% U.S. Government/Agency:
10.1% Corporate - Investment Grade:
9.9% Other:
17.5% Public Funds:
14.5% Cash:
15.3% Municipal Bonds:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,685,951,200 | 20.9% |
| U.S. Government/Agency | $814,741,967 | 10.1% |
| Corporate - Investment Grade | $798,608,463 | 9.9% |
| Other | $1,411,681,627 | 17.5% |
| Public Funds | $1,169,679,062 | 14.5% |
| Cash | $1,234,213,079 | 15.3% |
| Municipal Bonds | $951,876,755 | 11.8% |
| Total | $8,066,752,153 | 100.0% |