CONTINUITY WEALTH MANAGEMENT, CORP. of PORTLAND, OR is an SEC-registered investment adviser (CRD 111010). Regulatory assets under management: $214.3M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Justin James Curtiss | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| OWEN RUSSELL EARL | CHIEF COMPLIANCE OFFICER/PRESIDENT; PRESIDENT | — |
| ROCKS PAUL THOMAS | SECRETARY/TREASURER | — |
| Curtiss Justin James | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Anna Irene Curtiss | CHIEF COMPLIANCE OFFICER | — |