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COMPANION PORTFOLIO MANAGEMENT
COMPANION PORTFOLIO MANAGEMENT, INC.
CRD 155897
224 WEST WASHINGTON ST., SUITE 106, SEQUIM, WA, 98382, United States
Phone
(360) 683-0707
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$44.9M
Discretionary AUM
$44.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $11.4M |
| High net worth individuals | 11 | $31.2M |
| Charitable organizations | 1 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD