firm profile
Saturna Capital Corporation
Overview
Saturna Capital Corporation is an SEC registered investment adviser based in Bellingham, WA, registered since 1989. It reports $8.6B in assets under management across 128 accounts, with 83 employees. It has 33 investment adviser representatives.
- Reported AUM
- $8.6B
- Discretionary
- 100%
- Accounts
- 128
- Average account
- $67.4M
- Employees
- 83
- Advisory reps
- 33
- Registered since
- 1989
- Jurisdictions
- 29
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 11
- Jane Kaiser Carten Chair, Executive Director, President CRD 2929087
- Christopher Reed Fankhauser Executive Director, Chief Operating Officer CRD 2857015
- Elliot Scott Cohen Chief Legal Officer, Secretary CRD 7576114
8 more executive officers, with direct contact details
Advisory reps 3 of 33
- Elizabeth Wroblewski Alm Registered Rep · Investment Adviser Rep CRD 6939016
- Haitham Al-Sayed Registered Rep · Investment Adviser Rep CRD 3205506
- Brandon Balazi Registered Rep · Investment Adviser Rep CRD 6045024
30 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1300 N State St
Bellingham, WA 98225 - County
- Whatcom
- Metro area
- Bellingham, WA
- Region
- West
Registrations
- SEC registered
- Registered in 29 jurisdictions
- Website: saturna.com
Every state, with registration dates
Similar firms near Bellingham
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- Tradewinds Capital Management, LLCBellingham, WA$727M AUM
- Skyline Advisors, Inc.Bellingham, WA$386M AUM
- West InvestBellingham, WA$304M AUM
- Waycross Investment Management CoBellingham, WA$252M AUM
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