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| Continental Investors Services Inc
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|---|---|
| CRD # | 29775 |
| SEC # | 801-122737 |
| CIK # | 0000883634 |
| AUM | $169.9 M (2024-09-27) |
| Employees | 14 (57% Investors, 100% Brokers) |
| Phone | 360-423-5110 |
| Address | 1330 Broadway St Longview, WA 98632 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000883634 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 2.9 | ||
| Netflix Inc | 1.9 | ||
| Microsoft Corp | 1.7 | ||
| Apple Inc | 1.6 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| Nvidia Corp | 1.2 | ||
| Amazon Com Inc | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Texas Pacific Land Corp | 0.8 | ||
| Mastercard Inc | 0.7 | ||
| Idexx Laboratories Inc /DE | 0.6 | ||
| Palantir Technologies Inc | 0.6 | ||
| Cheniere Energy Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 684 | 164.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 687 | 169.9 |
| By Discretionary | ||
| Discretionary | 687 | 169.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 687 | 169.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.9 | |
| Total | 687 | 169.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000883634] | |
| 13F-NT | [0000883634] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grantvest Financial Group LLC
✚
|
NJ | 0.2 |
|
Thomas Leo Advisory LLC
✚
|
MN | 0.2 |
|
Pine Haven Investment Counsel Inc
✚
|
0.2 | |
|
Michael Traxler Wealth Management LLC
✚
|
MN | 0.2 |
|
Advice & Planning Services LLC
✚
|
PA | 0.2 |
|
RBP Investment Advisors Inc
✚
|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |
|
Inman Financial Services Inc
✚
|
OR | 0.2 |
|
3 Factor Indexing LLC
✚
|
0.2 | |
|
Davis Davis and Conover Wealth Management LLC
✚
|
TN | 0.2 |