Unclaimed Profile

Herbert Wallace Albin

ZEVENBERGEN CAPITAL INVESTMENTS LLC·SEATTLE, Washington

Series 5, Series 7, Series 15, Series 53, Series 63, Series 65Clean record26 years registeredZEVENBERGEN CAPITAL INVESTMENTS LLC

601 UNION STREET, SEATTLE, WA 98101-4050CRD# 1106869Firm CRD# 128990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Herbert Wallace Albin · SEATTLE, WA

Registration

CRD #1106869 · ZEVENBERGEN CAPITAL INVESTMENTS LLC · 26 years registered

Brand Profile

Not yet started

Career History

ZEVENBERGEN CAPITAL INVESTMENTS LLC

Oct 2003 – present

ZEVENBERGEN CAPITAL, INC.

Sep 1999 – Nov 2003

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 15

Series 53

Series 63

Series 65

Registration record

First registered · September 2, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZEVENBERGEN CAPITAL INVESTMENTS LLC

CRD 128990 · SEC 801-62477

AUM

$4.4B

Regulatory assets under management

Employees

327 client accounts

Services offered by ZEVENBERGEN CAPITAL INVESTMENTS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ZEVENBERGEN CAPITAL INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Herbert Wallace Albin offer?

Herbert Wallace Albin specializes in Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Herbert Wallace Albin's credentials?

Herbert Wallace Albin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Herbert Wallace Albin located?

Herbert Wallace Albin is based in SEATTLE, Washington, working with ZEVENBERGEN CAPITAL INVESTMENTS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Herbert Wallace Albin charge for services?

Herbert Wallace Albin's firm is compensated through percentage of aum, other: model-only portfolio. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZEVENBERGEN CAPITAL INVESTMENTS LLC?

ZEVENBERGEN CAPITAL INVESTMENTS LLC has approximately 24 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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