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).

By the Numbers
  • Total Assets Under Management
    6,644
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $57,771,641
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)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Saturna Capital Corporation
Showing 21 - 24 of 24 top financial advisors.
21
Brett T. Ulsh
CRD#: 7043590
101 Prospect St, Bellingham, WA 98225

Brett Ulsh (CRD# 7043590) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 4 years of experience in the finance industry.

22
Nickolas T. Vitalis
CRD#: 7036344
1300 N State St., Bellingham, WA 98225

Nickolas Vitalis (CRD# 7036344) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has 1 year of experience in the finance industry.

23
Hud K. Williams
CRD#: 7383566
1300 N State St., Bellingham, WA 98225

Hud Williams (CRD# 7383566) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 2 years of experience in the finance industry.

24
Levi S. Zurbrugg
CRD#: 7128296
1300 N State St., Bellingham, WA 98225

Levi Zurbrugg (CRD# 7128296) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 4 years of experience in the finance industry.

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