Agate Pass Investment Management Employee Directory

Investment ManagementBainbridge Island, United States2-10 Employees

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 financial goals.  Our well-diversified portfolios are built upon sound principles with a long-term perspective.

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

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, US. 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 5 employees as of September 2025. These team members are located across 1 continents, including North America.

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

As of September 2025, 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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