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Bradley Sean Van Aken

AGATE PASS INVESTMENT MANAGEMENT, LLC·BAINBRIDGE ISLAND, Washington
Unclaimed Profile
400 WINSLOW WAY EAST, BAINBRIDGE ISLAND, WA 98110CRD# 2771974Firm CRD# 155049
01

About

Bradley Sean Van Aken is a registered financial advisor based in BAINBRIDGE ISLAND, Washington, affiliated with AGATE PASS INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AGATE PASS INVESTMENT MANAGEMENT, LLC
AGATE PASS INVESTMENT, LLC
AUM
$227M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AGATE PASS INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2771974
Firm CRD# 155049
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bradley Sean Van Aken offer?
Bradley Sean Van Aken specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BAINBRIDGE ISLAND, Washington for a consultation.
What are Bradley Sean Van Aken's credentials?
Bradley Sean Van Aken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Sean Van Aken located?
Bradley Sean Van Aken is based in BAINBRIDGE ISLAND, Washington, working with AGATE PASS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BAINBRIDGE ISLAND metropolitan area and surrounding communities.
How does Bradley Sean Van Aken charge for services?
Bradley Sean Van Aken's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGATE PASS INVESTMENT MANAGEMENT, LLC?
AGATE PASS INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BAINBRIDGE ISLAND
Alex M. Vanderpol — NUKU ASSET INC.Mark Edward Mccomsey — ILLUMINE INVESTMENT MANAGEMENT, LLCIvan Jevremovic — ILLUMINE INVESTMENT MANAGEMENT, LLCMark Allen Byl — AGATE PASS INVESTMENT MANAGEMENT, LLCCarson Robert Cole — NUKU ASSET INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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