Companion Portfolio Management, Inc.

Companion Portfolio Management, Inc. (CRD# 155897) is a financial advisory firm headquartered in Sequim, WA. They manage $25,224,970 in 122 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $206,762
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Companion Portfolio Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter E. Haglin
CRD#: 2622536
224 West Washington St. #201, Sequim, WA 98382
93
Wealthminder
score

Peter Haglin (CRD# 2622536) is an Investment Advisor Representative working at Companion Portfolio Management, Inc. in Sequim, WA and has over 21 years of experience in the finance industry.

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