AGATE PASS INVESTMENT, LLC
Tel: 206-842-5770 400 Winslow Way East Suite 220 Bainbridge Island, Washington 98110
About AGATE PASS INVESTMENT, LLC
AGATE PASS INVESTMENT, LLC is a Bainbridge Island, Washington based financial advisory firm with nearly $278,741,044 in assets under management and provides investment advisory services for 313 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
155049
Firm SEC#:
801-115003
Assets Under Management:
$278,741,044
No. of Clients:
313
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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