REGISTERED INVESTMENT ADVISORS
Agate Pass Investment Management, LLC is a Northwest-based investment management firm, locally owned and operated by a team of highly-experienced investment professionals. We manage your money by building personalized financial plans and investment portfolios, using individual securities, designed to meet your personalized goals. Our well-diversified portfolios are built upon sound principles with a long-term perspective for tax-efficiency.
MEET US
➤ LOCATION
400 Winslow Way E. Suite 220
Bainbridge Island, Washington 98110
☎ CONTACT
bradv@agatepassinvestment.com
(206) 842-5770
Integrity, commitment,
and professionalism are at
the core of our business.