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Building 2AGATE PASS INVESTMENT, LLC

Map pinBAINBRIDGE ISLAND, WA
Phone206-842-5770
NotebookSEC #801-115003
Total AUM
$336M
Employees
5
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 WINSLOW WAY EAST
SUITE 220
BAINBRIDGE ISLAND
WA 98110
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
206-842-5770

ReceiptFinancials

Total AUM
$336M
Accounts
320
Discretionary
$336M
Accounts
320
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$18.6M
HNW Individual Clients
90
AUM
$317.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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