Zevenbergen Capital Investments LLC

Zevenbergen Capital Investments LLC (CRD# 128990) is a financial advisory firm headquartered in Seattle, WA. They manage $4,901,584,000 in 279 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
601 Union Street, Suite 4600, Seattle, WA 98101
http://www.linkedin.com/company/zevenbergen-capital-investments
By the Numbers
  • Total Assets Under Management
    4,902
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $17,568,401
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, TX, WA, WI

Financial Advisors at Zevenbergen Capital Investments LLC
Showing 1 - 10 of 15 top financial advisors.
1
Herbert Albin, financial advisor Seattle WA
Herbert W. Albin
CRD#: 1106869
601 Union Street, Suite 4600, Seattle, WA 98101

Herbert Albin (CRD# 1106869) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 35 years of experience in the finance industry.

2
Danielle Blanchard, financial advisor Seattle WA
Danielle N. Blanchard
CRD#: 6385014
601 Union Street, Suite 4600, Seattle, WA 98101

Danielle Blanchard (CRD# 6385014) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 7 years of experience in the finance industry.

3
Donna Deboutray, financial advisor Seattle WA
Donna B. Deboutray
CRD#: 2308006
601 Union Street, Suite 4600, Seattle, WA 98101

Donna Deboutray (CRD# 2308006) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 29 years of experience in the finance industry.

4
Joseph Dennison, financial advisor Seattle WA
Joseph E. Dennison
CRD#: 5987975
601 Union Street, Suite 4600, Seattle, WA 98101

Joseph Dennison (CRD# 5987975) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 10 years of experience in the finance industry.

5
James Fasano, financial advisor Seattle WA
James L. Fasano
CRD#: 2916849
601 Union Street, Suite 4600, Seattle, WA 98101

James Fasano (CRD# 2916849) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 21 years of experience in the finance industry.

6
Elise Foley, financial advisor Seattle WA
Elise C. Foley
CRD#: 1600564
601 Union Street, Suite 4600, Seattle, WA 98101

Elise Foley (CRD# 1600564) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 34 years of experience in the finance industry.

7
Kristie Garrett, financial advisor Seattle WA
Kristie A. Garrett
CRD#: 4060615
601 Union Street, Suite 4600, Seattle, WA 98101

Kristie Garrett (CRD# 4060615) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 21 years of experience in the finance industry. Kristie Garrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Stein Hugus, financial advisor Seattle WA
Stein A. Hugus
CRD#: 4538296
601 Union Street, Suite 4600, Seattle, WA 98101

Stein Hugus (CRD# 4538296) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 20 years of experience in the finance industry.

9
Kevin Knapp, financial advisor Seattle WA
Kevin P. Knapp
CRD#: 1544384
601 Union Street, Suite 4600, Seattle, WA 98101

Kevin Knapp (CRD# 1544384) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 35 years of experience in the finance industry.

10
Susan Schmatzhagen, financial advisor Seattle WA
Susan J. Schmatzhagen
CRD#: 4538328
601 Union Street, Suite 4600, Seattle, WA 98101

Susan Schmatzhagen (CRD# 4538328) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 20 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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