COMPANION PORTFOLIO MANAGEMENT
Sequim, WA
AUM
$44.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(360) 683-0707
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WA, SEQUIM
3 advisers found
Sequim, WA
AUM
$44.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(360) 683-0707
Sequim, WA
AUM
$1.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
360-582-9028
Sequim, WA
AUM
$99.6M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
360-683-4500