Zevenbergen Capital Investments, based in Edmonds, WA, is ranked No. 45 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $4.3B
Years in Business:Â 36
Accounts Under Management: 243
Previous appearances on FA 100 List:Â 3 (No. 36 in 2022)
Principals:
Nancy Zevenbergen, President, Co-Chief Investment Officer & Portfolio Manager
Anthony Zackery, Principal & Portfolio Manager
Joseph Dennison, Principal & Portfolio Manager
Contact:
326 Admiral Way, Suite 200, Edmonds, WA 98020
(206) 682-8469