Overview
Assets Under Management: $279 million
Headquarters: BAINBRIDGE ISLAND, WA
High-Net-Worth Clients: 87
Average Client Assets: $3 million
Frequently Asked Questions
AGATE PASS INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155049), AGATE PASS INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AGATE PASS INVESTMENT MANAGEMENT, LLC is headquartered in BAINBRIDGE ISLAND, WA.
AGATE PASS INVESTMENT MANAGEMENT, LLC serves 87 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, AGATE PASS INVESTMENT MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
AGATE PASS INVESTMENT MANAGEMENT, LLC manages $279 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, AGATE PASS INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 313
Discretionary Accounts: 313
Regulatory Filings
CRD Number: 155049
Last Filing Date: 2025-02-21 00:00:00
Website: https://agatepassinvestment.com