firm profile
Agate Pass Investment, LLC
Overview
Agate Pass Investment, LLC is an SEC registered investment adviser based in Bainbridge Island, WA, registered since 2010. It reports $336M in assets under management across 320 accounts, with 5 employees. It has 4 investment adviser representatives.
- Reported AUM
- $336M
- Discretionary
- 100%
- Accounts
- 320
- Average account
- $1.1M
- Employees
- 5
- Advisory reps
- 4
- Registered since
- 2010
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 3
- Bradley Sean Van Aken Chief Compliance Officer CRD 2771974
- Daniel Leverett Rutter Director of Research CRD 4661088
- Jason Thomas Kunkel Member CRD 4982034
Advisory reps 3 of 4
- Willard M Bollenbach Iv Investment Adviser Rep CRD 6355963
- Jason Thomas Kunkel Investment Adviser Rep CRD 4982034
- Daniel Leverett Rutter Investment Adviser Rep CRD 4661088
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 400 Winslow Way E Ste 220
Bainbridge Island, WA 98110 - County
- Kitsap
- Metro area
- Bremerton-Silverdale-Port Orchard, WA
- Region
- West
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: agatepassinvestment.com
Every state, with registration dates
Similar firms near Bainbridge Island
- Hidden Cove Wealth ManagementBainbridge Island, WA$404M AUM
- Brackenwood Capital Management, LLCBainbridge Island, WA$127M AUM
- New Alchemy Capital Investment Manager LLCBainbridge Island, WA
- Clear Creek Financial Management, LLCSilverdale, WA$1.9B AUM
- Parker Financial LLCSilverdale, WA$272M AUM
request a demo
See what we have on Agate Pass Investment, LLC
We'll walk you through the full profile and how to find more firms like this one.