Zevenbergen Capital Investments LLC

Zevenbergen Capital Investments LLC (CRD# 128990) is a financial advisory firm headquartered in Seattle, WA. They manage $2,498,520,007 in 212 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
601 Union Street, Suite 4600, Seattle, WA 98101
http://www.zci.com
By the Numbers
  • Total Assets Under Management
    2,499
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $11,785,472
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • 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

Financial Advisors at Zevenbergen Capital Investments LLC
Showing 1 - 10 of 16 top financial advisors.
1
Donna Deboutray, financial advisor Seattle WA
Donna B. Deboutray
CRD#: 2308006
601 Union Street, Suite 4600, Seattle, WA 98101
96
Wealthminder
score

Donna Deboutray (CRD# 2308006) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 24 years of experience in the finance industry.

2
Leslie Tubbs, financial advisor Seattle WA
Leslie C. Tubbs
CRD#: 2724562
601 Union Street, Suite 4600, Seattle, WA 98101
96
Wealthminder
score

Leslie Tubbs (CRD# 2724562) 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.

3
Nancy Zevenbergen, financial advisor Seattle WA
Nancy A. Zevenbergen
CRD#: 1647033
601 Union Street, Suite 4600, Seattle, WA 98101
96
Wealthminder
score

Nancy Zevenbergen (CRD# 1647033) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 30 years of experience in the finance industry.

4
Herbert Albin, financial advisor Seattle WA
Herbert W. Albin
CRD#: 1106869
601 Union Street, Suite 4600, Seattle, WA 98101
93
Wealthminder
score

Herbert Albin (CRD# 1106869) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 31 years of experience in the finance industry.

5
Justin Buller, financial advisor Seattle WA
Justin W. Buller
CRD#: 2075899
601 Union Street, Suite 4600, Seattle, WA 98101
93
Wealthminder
score

Justin Buller (CRD# 2075899) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 12 years of experience in the finance industry.

6
Elliott Cain, financial advisor Seattle WA
Elliott J. Cain
CRD#: 5771032
601 Union Street, Suite 4600, Seattle, WA 98101
93
Wealthminder
score

Elliott Cain (CRD# 5771032) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 6 years of experience in the finance industry.

7
James Fasano, financial advisor Seattle WA
James L. Fasano
CRD#: 2916849
601 Union Street, Suite 4600, Seattle, WA 98101
93
Wealthminder
score

James Fasano (CRD# 2916849) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 16 years of experience in the finance industry.

8
Elise Foley, financial advisor Seattle WA
Elise C. Foley
CRD#: 1600564
601 Union Street, Suite 4600, Seattle, WA 98101
93
Wealthminder
score

Elise Foley (CRD# 1600564) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 30 years of experience in the finance industry.

9
Stein Hugus, financial advisor Seattle WA
Stein A. Hugus
CRD#: 4538296
601 Union Street, Suite 4600, Seattle, WA 98101
93
Wealthminder
score

Stein Hugus (CRD# 4538296) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 15 years of experience in the finance industry.

10
Kevin Knapp, financial advisor Seattle WA
Kevin P. Knapp
CRD#: 1544384
601 Union Street, Suite 4600, Seattle, WA 98101
93
Wealthminder
score

Kevin Knapp (CRD# 1544384) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 30 years of experience in the finance industry.

1 2 ... Next

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals