About ZEVENBERGEN CAPITAL INVESTMENTS LLC
ZEVENBERGEN CAPITAL INVESTMENTS LLC is a financial firm that specializes in providing expert investment advice to its clients. With a team of experienced advisors, the firm strives to help its clients achieve their financial goals through strategic investment planning and management.
How does the advisor help clients – Key Takeaways:
- Provides expert investment advice to help clients achieve their financial goals.
- Uses strategic investment planning and management to help clients secure financial success.
- Specializes in a variety of financial services to meet the diverse needs of its clients.
- Serves a wide range of client types, including individuals, families, and businesses.
- Discloses all necessary information to ensure transparency in client-advisor relationships.
Facts and Insights
ZEVENBERGEN CAPITAL INVESTMENTS LLC is a leading financial firm with a strong track record of success. Its commitment to excellence and its dedication to providing high-quality financial services make it a trusted and reliable resource for clients seeking financial guidance. Below are some key facts and insights about the firm.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 8 | 27 years (since 1993) |
Financial Services Offered
ZEVENBERGEN CAPITAL INVESTMENTS LLC offers a diverse range of financial services to meet the unique needs of its clients. These services include:
- Investment management
- Wealth planning
- Estate planning
- Tax planning
- Retirement planning
Client Types
The firm serves a wide range of client types, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
ZEVENBERGEN CAPITAL INVESTMENTS LLC is a fee-based firm, which means that its advisors are compensated through a combination of fees and commissions. This allows the firm to align its interests with those of its clients, as advisors are incentivized to help clients achieve their financial goals. The firm’s fees are disclosed and agreed upon with clients before any services are rendered.
Background
ZEVENBERGEN CAPITAL INVESTMENTS LLC was founded in 1993 by Nancy Zevenbergen, an experienced financial professional with a strong background in investment management. Over the years, the firm has grown and expanded its services, while maintaining its commitment to providing personalized and comprehensive financial guidance to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ZEVENBERGEN CAPITAL INVESTMENTS LLC is legally obligated to disclose important information to its clients. This includes information about the firm’s fees and compensation, potential conflicts of interest, and any disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).