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 3 states (or territories).
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Total Assets Under Management227MILLION
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Total Number of Accounts278ACCOUNTS
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Average Account Value$817,720
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX, WA
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.
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.
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.