Nancy
Zevenbergen

Zevenbergen Capital Investments LLC

CRD#1647033
Investment Advisor
in Seattle, WA

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About this Advisor

Nancy Zevenbergen is a financial advisor based in Seattle, Washington, working with Zevenbergen Capital Investments LLC. Nancy has previously held a position at Zevenbergen Capital Investments LLC. Nancy has passed the Series 63 regulatory exam and is registered to provide services in Texas and Washington. Currently, Nancy 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 63, 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

601 Union Street Suite 4600
Seattle, WA 98101-2323

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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

Nancy Zevenbergen Work History

2003 - Present (22 years)

Zevenbergen Capital Investments LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nancy Zevenbergen 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
Gregory Gibson
Seattle, WA
Anthony Zackery
Edmonds, WA
Joseph Dennison
Edmonds, 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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