Unclaimed Profile

James Lenford Fasano

ZEVENBERGEN CAPITAL INVESTMENTS LLC·SEATTLE, Washington

Clean recordZEVENBERGEN CAPITAL INVESTMENTS LLC

601 UNION STREET, SEATTLE, WA 98101-4050CRD# 2916849Firm CRD# 128990

Profile Verification

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

Identity

James Lenford Fasano · SEATTLE, WA

Registration

CRD #2916849 · ZEVENBERGEN CAPITAL INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

ZEVENBERGEN CAPITAL INVESTMENTS LLC

AUM

$4.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZEVENBERGEN CAPITAL INVESTMENTS LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Other: MODEL-ONLY PORTFOLIO

Regulatory

SEC/IARD CRD# 2916849

Firm CRD# 128990

View on FINRA BrokerCheck →

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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.

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