Companion Portfolio Management, Inc.
Companion Portfolio Management, Inc. (CRD# 155897) is a financial advisory firm headquartered in Sequim, WA. They manage $34,338,700 in 117 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts117ACCOUNTS
Average Account Value$293,493
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Peter Haglin (CRD# 2622536) is an Investment Advisor Representative working at Companion Portfolio Management, Inc. in Sequim, WA and has over 22 years of experience in the finance industry.