AdvisorOS Directory
Claim Profile
MB

Mark Allen Byl

AGATE PASS INVESTMENT MANAGEMENT, LLC·BAINBRIDGE ISLAND, Washington
Unclaimed Profile
400 WINSLOW WAY EAST, BAINBRIDGE ISLAND, WA 98110CRD# 1308490Firm CRD# 155049
01

About

Mark Allen Byl 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# 1308490
Firm CRD# 155049
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BAINBRIDGE ISLAND?

Browse all registered financial advisors in BAINBRIDGE ISLAND, Washington or claim this profile if it's yours.

Browse BAINBRIDGE ISLAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Allen Byl offer?
Mark Allen Byl specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BAINBRIDGE ISLAND, Washington for a consultation.
What are Mark Allen Byl's credentials?
Mark Allen Byl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Allen Byl located?
Mark Allen Byl 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 Mark Allen Byl charge for services?
Mark Allen Byl'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BAINBRIDGE ISLAND
Alex M. Vanderpol — NUKU ASSET INC.Mark Edward Mccomsey — ILLUMINE INVESTMENT MANAGEMENT, LLCIvan Jevremovic — ILLUMINE INVESTMENT MANAGEMENT, LLCBradley Sean Van Aken — AGATE PASS INVESTMENT MANAGEMENT, LLCCarson Robert Cole — NUKU ASSET INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile