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Donny Jordan Hopoi

Continuum Advisory, LLC

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About Donny Jordan Hopoi

Donny Jordan Hopoi is an investment advisor representative with Continuum Advisory, LLC in Eagle, Idaho. Donny is registered with the state of Idaho and holds a Series 65 license. Donny has a diverse background in financial services and has worked with a variety of clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Donny offers a variety of financial planning and advisory services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors.

Firm Information

Donny Hopoi is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donny Hopoi’s Registration & Firm History

ID

04/04/2024 - Present

Continuum Advisory, LLC (EAGLE ID)

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Licenses & Designations

IA

Issued 03/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donny Jordan Hopoi.
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