Continuum Advisory, LLC

Overview

Continuum Advisory, LLC is an SEC registered investment adviser based in Eagle, ID, registered since 2016. It reports $1.9B in assets under management across 3,461 accounts, with 66 employees. It has 39 investment adviser representatives.

Reported AUM

$1.9B

Discretionary

99%

Accounts

3,461

Average account

$551K

Employees

66

Advisory reps

39

Registered since

2016

Jurisdictions

48

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• George Chuwang Chuang President CRD 3162477
• Alina Lee Santiago Chief Compliance Officer CRD 5140191
• Timothy Shea Kerrigan Member, Chief Financial Officer CRD 4684533

2 more executive officers, with direct contact details

Advisory reps 3 of 39

• Mark Charles Allen Insurance Agent · Investment Adviser Rep CRD 5287073
• Joanna Nineen Amberger Investment Adviser Rep CRD 5390258
• Triinu Barclay Investment Adviser Rep CRD 8156049

36 more advisory reps, with emails, phones and branch locations

Location

Headquarters

873 E State St
Eagle, ID 83616

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 48 jurisdictions
• Website: clarkstreetfinancial.com

Every state, with registration dates

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