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).

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 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 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 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 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 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 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 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 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 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 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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