Saturna Capital Corporation

Saturna Capital Corporation (CRD# 25586) is a financial advisory firm headquartered in Bellingham, WA. They manage $3,796,039,999 in 72 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,796
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $52,722,778
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, ID, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA

Financial Advisors at Saturna Capital Corporation
Showing 1 - 10 of 10 top financial advisors.
1
Scott F. Klimo
CRD#: 2488127
1300 N State St., Bellingham, WA 98225
96
Wealthminder
score

Scott Klimo (CRD# 2488127) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 23 years of experience in the finance industry.

2
Christopher W. Lang
CRD#: 4921956
1300 N State St., Bellingham, WA 98225
96
Wealthminder
score

Christopher Lang (CRD# 4921956) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 12 years of experience in the finance industry.

3
Owaiz M. Dadabhoy
CRD#: 4677306
1300 N State St., Bellingham, WA 98225
93
Wealthminder
score

Owaiz Dadabhoy (CRD# 4677306) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 14 years of experience in the finance industry.

4
Thomas A. Quinn
CRD#: 2493997
1300 N State St., Bellingham, WA 98225
93
Wealthminder
score

Thomas Quinn (CRD# 2493997) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 23 years of experience in the finance industry.

5
Tyson R. Romanick
CRD#: 4947928
1300 N State St., Bellingham, WA 98225
93
Wealthminder
score

Tyson Romanick (CRD# 4947928) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 12 years of experience in the finance industry.

6
Monem A. Salam
CRD#: 2377703
1300 N. State St., Bellingham, WA 98225
93
Wealthminder
score

Monem Salam (CRD# 2377703) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 18 years of experience in the finance industry.

7
Craig P. Churman
CRD#: 1882164
1300 N State St., Bellingham, WA 98225
90
Wealthminder
score

Craig Churman (CRD# 1882164) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 6 years of experience in the finance industry.

8
Azita L. Simler
CRD#: 4803527
1300 N State St., Bellingham, WA 98225
90
Wealthminder
score

Azita Simler (CRD# 4803527) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 5 years of experience in the finance industry.

9
Nicholas F. Kaiser
CRD#: 865148
1300 N. State Street, Bellingham, WA 98225
76
Wealthminder
score

Nicholas Kaiser (CRD# 865148) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 27 years of experience in the finance industry.

10
Phelps S. McIlvaine
CRD#: 2432209
1300 N. State Street, Bellingham, WA 98225
73
Wealthminder
score

Phelps McIlvaine (CRD# 2432209) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.