27. Investments Zevenbergen Capital

27. Investments Zevenbergen Capital

Edmonds, Washington-based Zevenbergen Capital Investments ranks No. 27 on the 2024 CNBC Financial Advisor 100 list, having also appeared on the previous year's FA 100 list.

Total AUM: $4.4B (AccuPoint Solutions)

Years in Business: 20 (AccuPoint Solutions)

Accounts Under Management: 327 (AccuPoint Solutions)

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Principals:

Nancy Zevenbergen, President, Co-Chief Investment Officer & Portfolio Manager

Joseph Dennison and Anthony Zackery are both Principals and Portfolio Managers.

Contact:

326 Admiral Way, Suite 200, Edmonds, WA 98020

(206) 682-8469

by CNBC.com staff 10/2/2024, 11:50:02 AM

Investing

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