LeadIQ logo
Learn more at LeadIQ.com

Agate Pass Investment Management Employee Directory

Investment ManagementWashington, United States2-10 Employees

Agate Pass Investment Management is a boutique investment management firm based in Bainbridge Island, Washington. It emphasizes enduring, locally rooted relationships and offers personalized financial guidance beyond traditional number-focused services. The firm develops customized investment strategies intended to align clients' goals with their available resources.

Operating as a small, independent firm, Agate Pass positions itself within the investment management industry as a locally oriented alternative to larger national firms. Its approach centers on understanding clients’ lives and circumstances to inform strategic asset allocation and planning. The company serves clients seeking a deeply personal, Pacific Northwest–rooted advisory experience.

Find Agate Pass Investment Management employees' phone numbers or email addresses

Agate Pass Investment Management Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Agate Pass Investment Management's Leadership

  • Stylized image of a person
    A. P.
    Property Manager
    Phone icon
    Mobile Phone

Agate Pass Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Agate Pass Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. P.
    Property Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Mar 25, 2026

Frequently Asked Questions

What is Agate Pass Investment Management known for?

Minus sign iconPlus sign iconAgate Pass Investment Management operates in the Investment Management industry. The company's main headquarters is located in Bainbridge Island, Washington United States. Explore Agate Pass Investment Management's company overview page for more information.

What is Agate Pass Investment Management's most common email format?

Minus sign iconPlus sign iconAgate Pass Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Agate Pass Investment Management email formats with LeadIQ.

How many employees does Agate Pass Investment Management have currently?

Minus sign iconPlus sign iconAgate Pass Investment Management has approximately 5 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Agate Pass Investment Management's key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, Agate Pass Investment Management's key employees include:

  • Property Manager: A. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.