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).

Current Firm Details
326 Admiral Way, Suite 200, Edmonds, WA 98020
http://www.zci.com
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 11 - 13 of 13 top financial advisors.
11
Christina Boggs, financial advisor Edmonds WA
Christina N. Boggs
CRD#: 7612836
326 Admiral Way, Suite 200, Edmonds, WA 98020

Christina Boggs (CRD# 7612836) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Edmonds, WA and has 1 year of experience in the finance industry.

12
Gregory Gibson, financial advisor Seattle WA
Gregory P. Gibson
CRD#: 7365910
601 Union Street, Suite 4600, Seattle, WA 98101

Gregory Gibson (CRD# 7365910) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Seattle, WA and has over 2 years of experience in the finance industry.

13
Amanda Oakeley, financial advisor Edmonds WA
Amanda J. Oakeley
CRD#: 7558425
326 Admiral Way, Suite 200, Edmonds, WA 98020

Amanda Oakeley (CRD# 7558425) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Edmonds, WA and has 1 year 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.

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