COMPANION PORTFOLIO MANAGEMENT

COMPANION PORTFOLIO MANAGEMENT of SEQUIM, WA is an SEC-registered investment adviser (CRD 155897). Regulatory assets under management: $44.9M.

Registration

• CRD: 155897
• Type: Registered investment adviser
• Location: 224 WEST WASHINGTON ST., SEQUIM, WA, 98382
• Phone: (360) 683-0707
• Latest filing: 2026-03-23
• Regulatory AUM: $44.9M
• Discretionary AUM: $44.9M
• Clients: 1
• Accounts: 62

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155897 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search