Hybrid firm managing $900 million switches affiliation to Triad Advisors

Calif.-based Continuum Advisory makes change after only 20 months

Dec 7, 2017 @ 2:00 pm

By InvestmentNews

Continuum Advisory, an independent hybrid firm managing approximately $900 million in total advisory and brokerage client assets, has ended its affiliation with Signator Investors and affiliated with Triad Advisors.

Based in Pleasanton, Calif., Continuum Advisory was founded April 1, 2016 and has 16 advisers and offices in nine states. It uses its own registered investment adviser.

Triad is an Atlanta-based subsidiary of Ladenburg Thalmann Financial Services.

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