Agate Pass Investment, LLC

Agate Pass Investment, LLC (CRD# 155049) is a financial advisory firm headquartered in Bainbridge Island, WA. They manage $81,076,542 in 161 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $503,581
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Agate Pass Investment, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David A. Anderson
CRD#: 1478955
271 Madison Avenue So., Suite 202, Bainbridge Island, WA 98110
96
Wealthminder
score

David Anderson (CRD# 1478955) is an Investment Advisor Representative working at Agate Pass Investment, LLC in Bainbridge Island, WA and has over 25 years of experience in the finance industry.

2
Mark A. Byl
CRD#: 1308490
271 Madison Avenue South, #202, Bainbridge Island, WA 98110
96
Wealthminder
score

Mark Byl (CRD# 1308490) is an Investment Advisor Representative working at Agate Pass Investment, LLC in Bainbridge Island, WA and has over 29 years of experience in the finance industry.

3
Bradley S. Van Aken
CRD#: 2771974
271 Madison Avenue S., Suite 202, Bainbridge Island, WA 98110
93
Wealthminder
score

Bradley Van Aken (CRD# 2771974) is an Investment Advisor Representative working at Agate Pass Investment, LLC in Bainbridge Island, WA and has over 6 years of experience in the finance industry.

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