AGATE PASS INVESTMENT, LLC

400 Winslow Way East
Suite 220
Bainbridge Island, Washington 98110
Tel: 206-842-5770

About AGATE PASS INVESTMENT, LLC

AGATE PASS INVESTMENT, LLC, formally registered with the SEC as AGATE PASS INVESTMENT, LLC. The firm was established in 04/15/2019. They have over 1 offices throughout the country.

AGATE PASS INVESTMENT, LLC is a Bainbridge Island, Washington based Financial Planning firm with nearly $278,741,044 assets under management, offering retirement planning & investment advisory services to 313 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155049
SEC#	801-115003
Assets Managed by Firm	$278,741,044
No. of Clients	313
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	313	$278,741,044
Individuals (other than high net worth individuals)	34	$17,927,148
High net worth individuals	87	$260,813,896

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