Joseph
Dennison

Zevenbergen Capital Investments LLC

CRD#5987975
Investment Advisor
in Edmonds, WA

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About this Advisor

Joseph Dennison is a financial advisor based in Edmonds, Washington, working with Zevenbergen Capital Investments LLC. Joseph has previously held a position at Zevenbergen Capital Investments LLC. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Joseph is part of Zevenbergen Capital Investments LLC, which operates out of Edmonds, 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, Chartered Financial Analyst

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

326 Admiral Way Suite 200
Edmonds, WA 98020-7261

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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

Joseph Dennison Work History

2011 - Present (13 years)

Zevenbergen Capital Investments LLC

Disclosures

Please visit the SEC profile of Joseph Dennison 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
Manfred Kanther
Conshohocken, PA
Amanda Oakeley
Edmonds, WA
Joseph Dennison
Edmonds, WA
Anthony Zackery
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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