Gregory
Gibson

Zevenbergen Capital Investments LLC

CRD#7365910
Investment Advisor
in Seattle, WA

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About this Advisor

Gregory Gibson is a financial advisor based in Seattle, Washington, working with Zevenbergen Capital Investments LLC. Gregory has previously held positions at Community Roots Housing and Moss Adams LLP. Gregory has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Gregory is part of Zevenbergen Capital Investments LLC, which operates out of Seattle, Washington. The firm has 24 employees and manages assets totaling $4.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Zevenbergen Capital Investments LLC includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Others

Office Location

601 Union Street Suite 4600
Seattle, WA 98101

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Zevenbergen Capital Investments LLC Brokerage Details

Total Assets Under Management

$4,411,874,000

WA Average: $3,566,627,242
Total Number of Employees

24

WA Average: 46
Total Number of Accounts

327

WA Average: 1,499
Average Account Size

$13,491,969

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Gregory Gibson Work History

2017 - 2021 (4 years)

Community Roots Housing

2011 - 2017 (6 years)

Moss Adams Llp

Disclosures

Please visit the SEC profile of Gregory Gibson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Zevenbergen Capital Investments LLC

Thomas Dickson
Edmonds, WA
Amanda Oakeley
Edmonds, WA
Manfred Kanther
Conshohocken, PA
Anthony Zackery
Edmonds, WA
Joseph Dennison
Edmonds, WA
Gregory Gibson
Seattle, WA
Christina Boggs
Edmonds, WA
Ann Vavrousek
Edmonds, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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