Zevenbergen Capital Investments LLC

Zevenbergen Capital Investments LLC (CRD# 128990) is a financial advisory firm headquartered in Edmonds, WA. They manage $4,411,874,000 in 327 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,412
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Zevenbergen Capital Investments LLC
Showing 1 - 10 of 13 top financial advisors.
1
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 37 years of experience in the finance industry.

2
Danielle N. Blanchard
CRD#: 6385014
326 Admiral Way, Suite 200, Edmonds, WA 98020

Danielle Blanchard (CRD# 6385014) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Edmonds, WA and has over 9 years of experience in the finance industry.

3
Joseph E. Dennison
CRD#: 5987975
326 Admiral Way, Suite 200, Edmonds, WA 98020

Joseph Dennison (CRD# 5987975) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Edmonds, WA and has over 12 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

5
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 22 years of experience in the finance industry.

6
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 37 years of experience in the finance industry.

7
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 22 years of experience in the finance industry.

8
Ann K. Vavrousek
CRD#: 6557279
326 Admiral Way, Suite 200, Edmonds, WA 98020

Ann Vavrousek (CRD# 6557279) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Edmonds, WA and has over 8 years of experience in the finance industry.

9
Anthony R. Zackery
CRD#: 5927738
326 Admiral Way, Suite 200, Edmonds, WA 98020

Anthony Zackery (CRD# 5927738) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Edmonds, WA and has over 12 years of experience in the finance industry.

10
Nancy A. Zevenbergen
CRD#: 1647033
601 Union Street, Suite 4600, Seattle, WA 98101

Nancy Zevenbergen (CRD# 1647033) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 37 years of experience in the finance industry.

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