Continental Investors Services, Inc
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Overview
Continental Investors Services, Inc operates as a financial advisor company that has its headquarters in Longview, Washington. Continental Investors Services, Inc has $112.2 million in assets throughout 736 client accounts, making it a mid-tier firm in the United States by assets under management (AUM). The firm has a small group, including 8 financial advisors. Continental Investors Services, Inc does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, stocks and options.
Continental Investors Services, Inc administers all of its client assets on a discretionary basis. Discretionary management means that an investment advisor makes transaction decisions for the client's account without needing the customer's authorization. The firm's average account size is $152,507. The typical advisor at Continental Investors Services, Inc administers about 92 client accounts.
The company's headquarters is at 1330 Broadway St., Longview, Washington 98632. The company is registered to provide services to clients throughout 15 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Continental Investors Services, Inc by the Numbers
$112.2 million
16
736
$152.5 thousand
Fee Structure
Fees charged by financial advisors typically are based on the financial services provided. However, fee types billed by Continental Investors Services, Inc most likely include some combination of the following fee types: asset-based or commission-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 1% of firms
Commissions
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Continental Investors Services, Inc provides services to retail investors and charitable organizations. Out of its 736 clients, Continental Investors Services, Inc's largest client group is retail investors. None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 99.73%
- Corporations - 0%
- Charitable Organizations - 0.27%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Continental Investors Services, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Continental Investors Services, Inc
Caldwell, ID
Caldwell, ID
Renton, WA
Longview, WA
Grand Forks, ND
Caldwell, ID
Longview, WA
Longview, WA
Longview, WA
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