Claim Profile
JF

James Lenford Fasano

ZEVENBERGEN CAPITAL INVESTMENTS LLC·SEATTLE, Washington
Unclaimed Profile
601 UNION STREET, SEATTLE, WA 98101-4050CRD# 2916849Firm CRD# 128990
01

About

James Lenford Fasano 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.

02

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
04

Background

Compensation
Percentage of AUM
Other: MODEL-ONLY PORTFOLIO
Regulatory
SEC/IARD CRD# 2916849
Firm CRD# 128990
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Lenford Fasano offer?
James Lenford Fasano specializes in Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are James Lenford Fasano's credentials?
James Lenford Fasano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lenford Fasano located?
James Lenford Fasano 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 James Lenford Fasano charge for services?
James Lenford Fasano'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty