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).
Total Assets Under Management29MILLION
Total Number of Accounts102ACCOUNTS
Average Account Value$281,055
- 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 in Sequim, WA and has over 24 years of experience in the finance industry.