Donny
Hopoi
Continuum Advisory, LLC
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About this Advisor
Donny Hopoi is a financial advisor based in Eagle, Idaho, working with Continuum Advisory, LLC. Donny has previously held positions at Wealth Management Associates, Triad Advisors, The 401K Source, American National Insurance, Donny Hopoi LLC, Boise State University, and Dixie State University. Donny has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Donny is part of Continuum Advisory, LLC, which operates out of Eagle, Idaho. The firm has 13 offices and 66 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Continuum Advisory, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Continuum Advisory, LLC Brokerage Details
$1,292,188,582
66
2,953
$437,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Donny Hopoi Work History
Wealth Management Associates
Triad Advisors
The 401K Source
American National Insurance
Donny Hopoi LLC
Boise State University
Dixie State University
Disclosures
Please visit the SEC profile of Donny Hopoi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Continuum Advisory, LLC
Annapolis, MD
Eagle, ID
Eagle, ID
Eagle, ID
Tampa, FL
Hacienda Heights, CA
Fountain Valley, CA
Eagle, ID
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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