Companion Portfolio Management
Companion Portfolio Management (CRD# 155897) is a financial advisory firm headquartered in Sequim, WA. They manage $33,852,385 in 101 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Companion Portfolio Management
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts101ACCOUNTS
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Average Account Value$335,172
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Companion Portfolio Management
1
Peter Haglin (CRD# 2622536) is an Investment Advisor Representative working at Companion Portfolio Management in Sequim, WA and has over 28 years of experience in the finance industry.
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