Overview
Assets Under Management: $279 million
Headquarters: BAINBRIDGE ISLAND, WA
High-Net-Worth Clients: 87
Average Client Assets: $3 million
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