AV
AV

Ann Kubalanza Vavrousek

10 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
318 clients
Average Client Portfolio
$15.7M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
Loading...

Location

326 Admiral Way, Suite 200, Edmonds, WA, 98020-7261

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ann is a Senior Associate and Investment Manager at Zevenbergen Capital Investments LLC since 2015. She dedicates full-time hours to this role, including time during securities trading hours, providing administrative support to Business Administration and Compliance Teams.

Employment History
Current Registrations
Zevenbergen Capital Investments LLC
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Quasar Distributors, LLCBroker
October 2018 - November 2023 · 5 yrs 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.