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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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