Owaiz DadabhoyCRD Number: 4677306
Current Firm: Saturna Capital Corporation
Owaiz Dadabhoy (CRD# 4677306) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 18 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
D.a. Davidson & Company
Royal Fund Management, LLC
|Saturna Trust Company||Henderson, NV||Nov 2021 - Current||< 1|
|Saturna Capital Corporation||Bellingham, WA||Jan 2012 - Current||10|
|Saturna Brokerage Services||Bellingham, WA||Sep 2008 - Current||13|
|Saturna Trust Company||Reno, NV||Oct 2012 - Nov 2021||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Total Assets Under Management5,496MILLIONS
Total Number of Accounts101ACCOUNTS
Average Account Value$54,420,017
- 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)
CA, FL, GA, ID, IL, IN, MD, MI, ND, NV, NY, OH, TX, VA, WA
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