Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
318 clients
Average Client Portfolio
$15.7M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

326 Admiral Way, Suite 200, Edmonds, WA, 98020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Zevenbergen Capital Investments LLC
March 2005 - Present · 20 yrs 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.