ZEVENBERGEN CAPITAL INVESTMENTS LLC

326 Admiral Way
Suite 200
Edmonds, Washington 98020-7261
Tel: 206-682-8469

About ZEVENBERGEN CAPITAL INVESTMENTS LLC

ZEVENBERGEN CAPITAL INVESTMENTS LLC, formally registered with the SEC as ZEVENBERGEN CAPITAL INVESTMENTS LLC. The firm was established in 10/01/2003. They have over 1 offices throughout the country.

ZEVENBERGEN CAPITAL INVESTMENTS LLC is a Edmonds, Washington based Financial Planning firm with nearly $4,411,874,000 assets under management, offering retirement planning & investment advisory services to 327 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128990
SEC#	801-62477
Assets Managed by Firm	$4,411,874,000
No. of Clients	327
No. of Advisors	24

Fee Structure

A percentage of AUM
Other (MODEL-ONLY PORTFOLIO)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (MODEL-ONLY PORTFOLIOS)

Firm Client Information

	No. of Clients	AUM
Firm Total	327	$4,411,874,000
Individuals (other than high net worth individuals)	127	$97,777,000
High net worth individuals	143	$555,799,000
Pension and profit sharing plans	Fewer than 5 clients	$359,169,000
Charitable organizations	14	$187,509,000
Corporations or other businesses	32	$109,263,000

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RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$82,657,150,657	146	653
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