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AGATE PASS INVESTMENT MANAGEMENT, LLC
AGATE PASS INVESTMENT MANAGEMENT, LLC
AGATE PASS INVESTMENT, LLC
BAINBRIDGE ISLAND, Washington
·
3 registered advisors
·
CRD# 155049
SEC# 801-115003
0
206-842-5770
01
Firm Overview
AUM
$227M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at AGATE PASS INVESTMENT MANAGEMENT, LLC
3 registered advisors
Bradley Sean Van Aken
BAINBRIDGE ISLAND, Washington
CRD# 2771974
Daniel Leverett Rutter
BAINBRIDGE ISLAND, Washington
CRD# 4661088
Mark Allen Byl
BAINBRIDGE ISLAND, Washington
CRD# 1308490
05
Office Locations
BAINBRIDGE ISLAND, Washington
3 advisors
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Data sourced from SEC Form ADV filings. AGATE PASS INVESTMENT MANAGEMENT, LLC (CRD# 155049) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.