Owaiz Dadabhoy (CRD# 4677306) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 20 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saturna Trust Company | Henderson, NV | Nov 2021 - Current | 2 |
| Saturna Capital Corporation | Bellingham, WA | Jan 2012 - Current | 12 |
| Saturna Brokerage Services | Bellingham, WA | Sep 2008 - Current | 15 |
| Saturna Trust Company | Reno, NV | Oct 2012 - Nov 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- CA
- IL
- MI
- NY
- OH
- TX
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
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