Agate Pass Investment, LLC

Agate Pass Investment, LLC (CRD# 155049) is a financial advisory firm headquartered in Bainbridge Island, WA. They manage $227,326,161 in 278 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $817,720
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Agate Pass Investment, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel L. Rutter
CRD#: 4661088
400 Winslow Way East, Suite 220, Bainbridge Island, WA 98110

Daniel Rutter (CRD# 4661088) is an Investment Advisor Representative working at Agate Pass Investment, LLC in Bainbridge Island, WA and has 1 year of experience in the finance industry.

2
Bradley S. Van Aken
CRD#: 2771974
400 Winslow Way East, Suite 220, Bainbridge Island, WA 98110

Bradley Van Aken (CRD# 2771974) is an Investment Advisor Representative working at Agate Pass Investment, LLC in Bainbridge Island, WA and has over 13 years of experience in the finance industry.

3
Jason T. Kunkel
CRD#: 4982034
400 Winslow Way East, Suite 220, Bainbridge Island, WA 98110

Jason Kunkel (CRD# 4982034) is an Investment Advisor Representative working at Agate Pass Investment, LLC in Bainbridge Island, WA and has over 10 years of experience in the finance industry.

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