Susan Schmatzhagen, financial advisor Seattle WA

Susan Schmatzhagen

CRD Number: 4538328
Current Firm: Zevenbergen Capital Investments LLC

Susan Schmatzhagen (CRD# 4538328) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Zevenbergen Capital Investments LLC Seattle, WA Nov 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Susan J. Schmatzhagen
Phone Number: 206-682-8469
Firm Website: http://www.zci.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4,412
    MILLIONS
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $13,491,969
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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