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).

Current Firm Details
1300 N State St., Bellingham, WA 98225
https://www.linkedin.com/company/saturna-capital-corporation/
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 - 26 of 26 top financial advisors.
21
Patrick Topor-Madry, financial advisor Bellingham WA
Patrick L. Topor-Madry
CRD#: 7265896
1300 N State St., Bellingham, WA 98225

Patrick Topor-Madry (CRD# 7265896) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.

22
Megan Troupe, financial advisor Bellingham WA
Megan K. Troupe
CRD#: 7177216
1300 N State St., Bellingham, WA 98225

Megan Troupe (CRD# 7177216) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.

23
Brett Ulsh, financial advisor Bellingham WA
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.

24
Nickolas Vitalis, financial advisor Bellingham WA
Nickolas T. Vitalis
CRD#: 7036344
101 Prospect 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.

25
Hud Williams, financial advisor Bellingham WA
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.

26
Levi Zurbrugg, financial advisor Bellingham WA
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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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.

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