Continuum Financial Partners

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

5000 Windplay Dr Ste 2, El Dorado Hills,...

Phone Number

(916) 934-0439

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Continuum Financial Partners

Continuum Financial Partners offers a range of financial services including wealth management, investment advisory, retirement income planning, tax review, and estate planning. They emphasize building relationships based on trust, transparency, and accountability to achieve financial success. The company provides resources for clients, including a free portfolio risk analysis and educational materials on finance. Their intended clients are individuals seeking comprehensive financial planning and advisory services.Explore more
Continuum Financial Partners's Social MediaPopular SearchesContinuum Financial Partners LLCContinuum Financial PartnersSIC Code 62,628NAICS Code 52,523Show more

Continuum Financial Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Continuum Financial Partn...

<$5M
1-10
Private
-
-
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
11-50
Private
-
2010
<$5M
1-10
Private
<$5M
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Continuum Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Continuum Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Continuum Financial Partners.

Continuum Financial Partners Tech Stack

A closer look at the technologies used by Continuum Financial Partners

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Frequently Asked Questions Regarding Continuum Financial Partners

What is Continuum Financial Partners's official website?
Continuum Financial Partners's official website is www.continuumfinancialpartners.com
What is Continuum Financial Partners's Revenue?
Continuum Financial Partners's revenue is <$5 Million
What is Continuum Financial Partners's SIC code?
Continuum Financial Partners's SIC: 62,628
What is Continuum Financial Partners's NAICS code?
Continuum Financial Partners's NAICS: 52,523
How many employees does Continuum Financial Partners have?
Continuum Financial Partners has 1-10 employees
What industry does Continuum Financial Partners belong to?
Continuum Financial Partners is in the industry of: Finance, Securities Trading
What is Continuum Financial Partners competition?
Continuum Financial Partners top competitors include: Copper Canyon Wealth Management, Broughton Investment Group, RMT Wealth Management, Murphy Wealth Management
What technology does Continuum Financial Partners use?
Some of the popular technologies that Continuum Financial Partners uses are: Cloudflare Website Optimization, Cloudflare CDN, YouTube, Microsoft 365
How do I contact Continuum Financial Partners?
Continuum Financial Partners contact info: Phone number: (916) 934-0439 Website: www.continuumfinancialpartners.com
What does Continuum Financial Partners do?

Continuum Financial Partners offers a range of financial services including wealth management, investment advisory, retirement income planning, tax review, and estate planning. They emphasize building relationships based on trust, transparency, and accountability to achieve financial success. The company provides resources for clients, including a... free portfolio risk analysis and educational materials on finance. Their intended clients are individuals seeking comprehensive financial planning and advisory services.Read More

What are Continuum Financial Partners social media links?
Continuum Financial Partners Linkedin page
Is Continuum Financial Partners a public company?
Continuum Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Continuum Financial Partners

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