CONTINENTAL INVESTORS SERVICES, INC.
CRD #29775 SEC #801-122737 LONGVIEW, WA 360-423-5110
SEC Registered Broker-Dealer Disclosures
Total AUM
$196.8M
Discretionary
$196.8M
Employees
14
Clients
0
Accounts
605
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $196.8M | $196.8M | $0 | 14 | 687 |
| Sep 2025 | $169.9M | $169.9M | $0 | 14 | 687 |
| Aug 2025 | $169.9M | $169.9M | $0 | 14 | 687 |
| Sep 2024 | $169.9M | $169.9M | $0 | 14 | 687 |
| Jun 2024 | $152.1M | $152.1M | $0 | 16 | 656 |
| Apr 2024 | $152.1M | $152.1M | $0 | 16 | 656 |
| Dec 2023 | $152.1M | $152.1M | $0 | 16 | 656 |
| Oct 2023 | $152.1M | $152.1M | $0 | 16 | 656 |
| Sep 2023 | $152.1M | $152.1M | $0 | 16 | 656 |
| Apr 2023 | $112.2M | $112.2M | $0 | 16 | 736 |
| Jan 2023 | $112.2M | $112.2M | $0 | 16 | 736 |
| Jan 2023 | $98.5M | $98.5M | $0 | 16 | 729 |
| Sep 2022 | $98.5M | $98.5M | $0 | 16 | 729 |
| Sep 2022 | $113.1M | $113.1M | $0 | 16 | 669 |
| Jun 2022 | $113.1M | $113.1M | $0 | 16 | 669 |
| Jan 2022 | $113.1M | $113.1M | $0 | 16 | 669 |
| Dec 2021 | $100.3M | $100.3M | $0 | 16 | 553 |
| Nov 2021 | $100.3M | $100.3M | $0 | 16 | 553 |
| Oct 2021 | $100.3M | $100.3M | $0 | 16 | 553 |
| Oct 2021 | $100.3M | $100.3M | $0 | 16 | 553 |
DateDec 2025
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees14
Clients687
DateSep 2025
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees14
Clients687
DateAug 2025
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees14
Clients687
DateSep 2024
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees14
Clients687
DateJun 2024
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees16
Clients656
DateApr 2024
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees16
Clients656
DateDec 2023
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees16
Clients656
DateOct 2023
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees16
Clients656
DateSep 2023
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees16
Clients656
DateApr 2023
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees16
Clients736
DateJan 2023
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees16
Clients736
DateJan 2023
Total AUM$98.5M
Discretionary$98.5M
Non-Disc.$0
Employees16
Clients729
DateSep 2022
Total AUM$98.5M
Discretionary$98.5M
Non-Disc.$0
Employees16
Clients729
DateSep 2022
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees16
Clients669
DateJun 2022
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees16
Clients669
DateJan 2022
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees16
Clients669
DateDec 2021
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees16
Clients553
DateNov 2021
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees16
Clients553
DateOct 2021
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees16
Clients553
DateOct 2021
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees16
Clients553