RIA Intel›Advisers›Washington›COMPANION PORTFOLIO MANAGEMENT, INC.

COMPANION PORTFOLIO MANAGEMENT, INC.

Advisory

SEQUIM, WA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$724K

across 62 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

62 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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