AGATE PASS INVESTMENT MANAGEMENT
Agate Pass Investment Management uses data and research to customize financial solutions for its clients. Their objectives, time horizon, risk tolerance, liquidity, income needs, and tax situation. Their investment has a long-term focus, resulting in less turnover. Services include Planning Process, Investment Philosophy, and Research Process.
AGATE PASS INVESTMENT MANAGEMENT
Industry:
Finance Financial Services Impact Investing Personal Finance
Address:
Bainbridge Island, Washington, United States
Country:
United States
Website Url:
http://www.agatepassinvestment.com
Total Employee:
1+
Status:
Active
Contact:
+1 206 842 5770
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API LetsEncrypt Content Delivery Network Euro Microsoft Exchange Online Organization Schema
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Official Site Inspections
http://www.agatepassinvestment.com
- Host name: 198.49.23.145
- IP address: 198.49.23.145
- Location: New York United States
- Latitude: 40.7157
- Longitude: -74
- Metro Code: 501
- Timezone: America/New_York
- Postal: 10013
More informations about "Agate Pass Investment Management"
Agate Pass Investment Management
MEET US LOCATION 400 Winslow Way E. Suite 220 Bainbridge Island, Washington 98110 ☎ CONTACT [email protected] (206) 842-5770See details»
About - Agate Pass Investment Management
[email protected] . Jenny Van Aken. Jenny is the office manager/administrative assistant/bookkeeper at Agate Pass. With 27 years of experience raising four kids and working …See details»
What's New? — Agate Pass Investment Management
We think you will appreciate these improvements in the organization. Structured the firm to outlive us all. Agate Pass is built to be here serving our clients indefinitely. ... (206) 842-5770| [email protected] 400 …See details»
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Www.agatepassinvestment.com . Agate Pass Investment Management Profile and History. Agate Pass Investment Management, LLC is a Northwest-based investment management firm, 100% …See details»
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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 …See details»
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Agate Pass Investment Management uses data and research to customize financial solutions for its clients. Their objectives, time horizon, risk tolerance, liquidity, income needs, and tax situation.See details»
Agate Pass Investment Management, LLC (Bainbridge Island)
Careers at Agate Pass Investment Management, LLC. The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers …See details»
Agate Pass Investment Management AUM, Funds & Holdings Data
Www.agatepassinvestment.com. Employees. Incorporated. Washington. Fiscal year end. Dec 31. SEC CIK. 0001900409. IRS number. 273330362. SEC advisor number. 801-115003. FINRA …See details»
Agate Pass Investment Mgmt Company Profile - Dun & Bradstreet
Address: 271 Madison Ave S Ste 202 Bainbridge Island, WA, 98110-2524 United StatesSee details»
Agate Pass Investment Management - ZoomInfo
Agate Pass Investment Management contact info: Phone number: (206) 842-5770 Website: www.agatepassinvestment.com What does Agate Pass Investment Management do? Agate …See details»
Agate Pass Investment Management LLC - 400 Winslow Way East, …
Agate Pass Investment Management LLC, located at 400 Winslow Way E #220 Bainbridge Island WA 98110 United States. Read reviews, get contact details, photos, opening hours and map …See details»
FAQ - Agate Pass Investment Management
(206) 842-5770| [email protected] 400 Winslow Way E. Suite 220, Bainbridge Island, Washington 98110. CRS ...See details»
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Sep 30, 2024 Agate Pass Investment Management is based out of Bainbridge Island. Agate Pass Investment Management is a large advisory firm with 117 clients and discretionary …See details»
Agate Pass Investment Management - Yelp
Specialties: We build cost- and tax-efficient customized portfolios ourselves, for your benefit and to achieve your specific goals. Established in 2010. Built by highly-trained institutional …See details»
Agate Pass Investment Management 13F annual report
$131 million Assets Under Management (AUM) As of 7th October 2022, Agate Pass Investment Management’s top holding is 52,327 shares of Abbvie Inc currently worth over $7.02 million …See details»
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Prioritizing You — Agate Pass Investment Management
(206) 842-5770| [email protected] 400 Winslow Way E. Suite 220, Bainbridge Island, Washington 98110See details»
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Investment Process — Agate Pass Investment Management
(206) 842-5770| [email protected] 400 Winslow Way E. Suite 220, Bainbridge Island, Washington 98110. Powered by ...See details»