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
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.
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.
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.
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.