Advisor at Continuum Global Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Continuum Global Asset Management, LLC
Location
Santa Clarita, CA
Credentials
Series 63, Series 65
Industry experience
20 years
Manu Walia is the sole advisor at Continuum Global Asset Management, LLC, an independent firm based in Santa Clarita, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with Continuum Global Asset Management since 2005. Continuum Global Asset Management provides fee-based investment supervisory and portfolio management services primarily to high-net-worth individuals, family trust accounts, and retirement accounts. The firm combines fundamental and technical research with asset-allocation techniques and employs a mix of equities, bonds, mutual funds, ETFs, closed-end funds, REITs, and options, using active strategies such as stop losses and option hedging to manage volatility.
Based on Continuum Global Asset Management, LLC
$0 - $1,000,000: 1.00% $1,500,001 - $2,500,000: 0.75% $2,500,001+: Negotiable
20% of the profits of the portfolio managed by CGAM, calculated and invoiced annually following the account's anniversary, then quarterly. Losses carried forward to reduce future profits. Client must qualify as a "Qualified Client" with either $1,100,000+ under management or $2,200,000 net worth.
Santa Clarita, CA
California
Continuum Global Asset Management, LLC
2005 - Present (21 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
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