Saturna Capital Corporation
Saturna Capital Corporation (CRD# 25586) is a financial advisory firm headquartered in Bellingham, WA. They manage $6,643,738,704 in 115 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management6,644MILLION
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Total Number of Accounts115ACCOUNTS
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Average Account Value$57,771,641
- 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)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
Robert Haupt (CRD# 7363925) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.
Colleen Jacobson (CRD# 7270486) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 2 years of experience in the finance industry.
Robert Kaiser (CRD# 4310984) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 22 years of experience in the finance industry.
Megan Lewis (CRD# 6926379) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 5 years of experience in the finance industry.
Kelli Mann (CRD# 7222342) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.
Pierce McCrerey (CRD# 7390120) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.
Luke Moore (CRD# 6305544) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 9 years of experience in the finance industry.
Rachel Nicholas (CRD# 6208771) is an Investment Advisor Representative working at Saturna Capital Corporation in Henderson, NV and has over 5 years of experience in the finance industry.
Christopher Paul (CRD# 1277913) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 7 years of experience in the finance industry.
Scott St Clair (CRD# 7321241) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has 1 year of experience in the finance industry.