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Susan Jane Schmatzhagen

Zevenbergen Capital Investments LLC

Edmonds, WA

CRD 4538328

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Employer firm

Zevenbergen Capital Investments LLC CRD 128990

$4.57B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • MODEL-ONLY PORTFOLIOS

From the firm’s Form ADV. Read the guides:

Current Employers
Zevenbergen Capital Investments Llc

326 Admiral Way Suite 200, Edmonds, WA 98020-7261 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2003-11-15
  • WA RA
    APPROVED
    Since 2003-11-15

Branch Locations

326 Admiral Way Suite 200, Edmonds, WA 98020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zevenbergen Capital Investments Llc Edmonds WA 11/2003 Present
Previous Registrations
  • 2001-12-20 → 2003-11-15
    Zevenbergen Capital, Inc.
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-18
  • S65 Uniform Investment Adviser Law Examination
    2001-10-18

View on SEC IAPD

Nearby Firms

HARBOUR INVESTMENT MANAGEMENT L.L.C.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Nearby Investors

AALOK KIRIT SHAH
MICHAEL LEE GILL-MORE
Carrie Anne Hepburn

Nearby Offices

HARBOUR INVESTMENT MANAGEMENT L.L.C. · EDMONDS, WA
AMERIPRISE FINANCIAL SERVICES, LLC · Edmonds, WA
LPL FINANCIAL LLC · EDMONDS, WA

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