James Lenford Fasano

Zevenbergen Capital Investments LLC

25 Years of Experience

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Areas of Practice

Investment ManagementHigh Net Worth

Zevenbergen Capital Investments LLC

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

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.

Employment History

Current Registrations

Zevenbergen Capital Investments LLC

November 2003 - Present · 22 yrs 3 mos

Previous Registrations

Zevenbergen Capital, INC.

October 2000 - November 2003 · 3 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.