Agate Pass Investment Management Employee Directory

Investment ManagementWashington, United States2-10 Employees

We’re a small, independent firm built on lasting relationships. We’re  locally owned, rooted in the Pacific Northwest, offering deeply personal financial guidance that big firms simply can’t match. At Agate Pass, we get to know your life beyond the numbers and build custom investment strategies designed to align your goals and resources.

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

Agate Pass Investment Management Global Highlights

North America
4

United States Of America
4

Agate Pass Investment Management's Leadership

D. L. R.
Partner, Portfolio Manager & Analyst
Mobile Phone
Email
B. V. A.
Partner
Mobile Phone
Email
M. B.
Partner
Mobile Phone
Email
J. K.
Portfolio Manager | Financial Advisor
Mobile Phone
Email

Agate Pass Investment Management Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Agate Pass Investment Management

Name

Title

Contact Info

Location

Last Update

D. L. R.
Partner, Portfolio Manager & Analyst
Mobile Phone
Email
United StatesWashington
Jun 09, 2025
B. V. A.
Partner
Mobile Phone
Email
United StatesWashington
Jun 02, 2025
M. B.
Partner
Mobile Phone
Email
United StatesWashington
Apr 26, 2025
J. K.
Portfolio Manager | Financial Advisor
Mobile Phone
Email
United StatesWashington
Jun 02, 2025

Frequently Asked Questions

What is Agate Pass Investment Management known for?

Agate 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?

Agate 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?

Agate Pass Investment Management has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Partner, Portfolio Manager & Analyst: D. L. R.
Partner: B. V. A.
Partner: M. B.
Portfolio Manager | Financial Advisor: J. K.

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