Saturna Capital Corporation

Saturna Capital Corporation (CRD# 25586) is a financial advisory firm headquartered in Bellingham, WA. They manage $5,496,421,727 in 101 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
1300 N State St., Bellingham, WA 98225-4730
https://www.instagram.com/saturnacapital/
By the Numbers
  • Total Assets Under Management
    5,496
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $54,420,017
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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, ND, NV, NY, OH, TX, VA, WA

Financial Advisors at Saturna Capital Corporation
Showing 1 - 10 of 21 top financial advisors.
1
Craig Churman, financial advisor Bellingham WA
Craig P. Churman
CRD#: 1882164
1300 N State St., Bellingham, WA 98225

Craig Churman (CRD# 1882164) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 10 years of experience in the finance industry.

2
Owaiz Dadabhoy, financial advisor Bellingham WA
Owaiz M. Dadabhoy
CRD#: 4677306
1300 N State St., Bellingham, WA 98225-4730

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.

3
Nicholas Kaiser, financial advisor Bellingham WA
Nicholas F. Kaiser
CRD#: 865148
1300 N. State Street, Bellingham, WA 98225

Nicholas Kaiser (CRD# 865148) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 32 years of experience in the finance industry.

4
Scott Klimo, financial advisor Bellingham WA
Scott F. Klimo
CRD#: 2488127
1300 N State St., Bellingham, WA 98225-4730

Scott Klimo (CRD# 2488127) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 28 years of experience in the finance industry.

5
Christopher Lang, financial advisor Bellingham WA
Christopher W. Lang
CRD#: 4921956
1300 N State St., Bellingham, WA 98225-4730

Christopher Lang (CRD# 4921956) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 17 years of experience in the finance industry.

6
Phelps McIlvaine, financial advisor Bellingham WA
Phelps S. McIlvaine
CRD#: 2432209
1300 N. State Street, Bellingham, WA 98225

Phelps McIlvaine (CRD# 2432209) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 28 years of experience in the finance industry.

7
Thomas Quinn, financial advisor Bellingham WA
Thomas A. Quinn
CRD#: 2493997
1300 N State St., Bellingham, WA 98225

Thomas Quinn (CRD# 2493997) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 27 years of experience in the finance industry.

8
Tyson Romanick, financial advisor Bellingham WA
Tyson R. Romanick
CRD#: 4947928
1300 N State St., Bellingham, WA 98225

Tyson Romanick (CRD# 4947928) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 16 years of experience in the finance industry.

9
Monem Salam, financial advisor Bellingham WA
Monem A. Salam
CRD#: 2377703
1300 N. State St., Bellingham, WA 98225

Monem Salam (CRD# 2377703) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 22 years of experience in the finance industry.

10
Sameer Sarmast, financial advisor Bellingham WA
Sameer S. Sarmast
CRD#: 4949277
1300 N State St., Bellingham, WA 98225-4730

Sameer Sarmast (CRD# 4949277) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 16 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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