Stein
Hugus

Zevenbergen Capital Investments LLC

CRD#4538296
Investment Advisor
in Seattle, WA

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About this Advisor

Stein Hugus is a financial advisor based out of Seattle, Washington with a total of 20 years of relevant experience. Hugus currently works for Zevenbergen Capital Investments LLC. They have been employed by Zevenbergen Capital Investments Llc for the entirety of their career. Hugus has a Series 65 license, qualifying them as an investment advisor representative, and can work in Washington. Zevenbergen Capital Investments LLC is an advisory company that has its headquarters in Seattle, WA. It oversees $3 billion in assets across its 325 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 14 charities and foundations. Of its 325 customer accounts, 44% are associated with high-net-worth clients who have greater than $1 million in assets. Zevenbergen Capital Investments LLC has a broad array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial management fee schedules typically vary depending on the services. However, fee types charged by Zevenbergen Capital Investments LLC may include some combination of asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

20 years

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

$3,029,345,000

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

23

WA Average: 46
Total Number of Accounts

325

WA Average: 1,499
Average Account Size

$9,321,062

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

Stein Hugus Work History

Stein has been registered as a financial advisor for 20 years.*

2003 - Present (21 years)

Zevenbergen Capital Investments LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stein Hugus 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

Gregory Gibson
Seattle, WA
Anthony Zackery
Seattle, WA
Joseph Dennison
Seattle, WA
Christina Boggs
Seattle, WA
Kristie Garrett
Seattle, WA
Ann Vavrousek
Seattle, WA
Danielle Blanchard
Seattle, WA
Kevin Knapp
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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