Bradley
Van Aken
Agate Pass Investment, LLC
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About this Advisor
Bradley Van Aken is a financial advisor based out of Bainbridge Island, Washington who has 12 years of industry experience. Van Aken is currently employed by Agate Pass Investment, LLC. They have been with Agate Pass Investment, Llc for their complete career. Van Aken has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Washington. Agate Pass Investment, LLC is a business operating out of Bainbridge Island, WA. It controls $201 million in assets under management between its 284 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 284 accounts, 58% are associated with high-net-worth investors who have at least $1 million in investable assets. Agate Pass Investment, LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on which services are offered. Fee types billed by Agate Pass Investment, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Agate Pass Investment, LLC Brokerage Details
$201,396,839
5
284
$709,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bradley Van Aken Work History
Bradley has been registered as a financial advisor for 12 years.*
Agate Pass Investment Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Van Aken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Agate Pass Investment, LLC
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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