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Herbert Wallace Albin

ZEVENBERGEN CAPITAL INVESTMENTS LLC·SEATTLE, Washington
Unclaimed Profile
601 UNION STREET, SEATTLE, WA 98101-4050CRD# 1106869Firm CRD# 128990
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About

Herbert Wallace Albin is a registered financial advisor based in SEATTLE, Washington, affiliated with ZEVENBERGEN CAPITAL INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ZEVENBERGEN CAPITAL INVESTMENTS LLC
ZEVENBERGEN CAPITAL INVESTMENTS LLC
AUM
$4.4B
Regulatory assets under management
Employees
24
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Other: MODEL-ONLY PORTFOLIO
Regulatory
SEC/IARD CRD# 1106869
Firm CRD# 128990
No disclosures on file
View on FINRA BrokerCheck →

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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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