Companion Portfolio Management

Companion Portfolio Management (CRD# 155897) is a financial advisory firm headquartered in Sequim, WA. They manage $28,667,574 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $281,055
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
Showing 1 - 1 of 1 top financial advisors.
1
Peter E. Haglin
CRD#: 2622536
224 West Washington St. #201, Sequim, WA 98382

Peter Haglin (CRD# 2622536) is an Investment Advisor Representative working at Companion Portfolio Management in Sequim, WA and has over 24 years of experience in the finance industry.

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