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 22 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 11 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 13 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 22 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 11 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 17 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 5 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 4 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 26 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 22 years of experience in the finance industry.

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