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
224 West Washington St., Suite 106, Sequim, WA 98382
http://www.companionport.com/
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • 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
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 Haglin, financial advisor Sequim WA
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 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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