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Building 2SATURNA CAPITAL CORPORATION

Map pinBELLINGHAM, WA
Phone360-734-9900
NotebookSEC #801-35428
Total AUM
$8.6B
Employees
83
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 N STATE ST.
BELLINGHAM
WA 98225-4730
United States
Operating Hours
6AM - 5PM
Monday - Friday
Phone
360-734-9900

ReceiptFinancials

Total AUM
$8.6B
Accounts
128
Discretionary
$8.6B
Accounts
128
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$15.9M
HNW Individual Clients
50
AUM
$183.5M
Investment Company Clients
2
AUM
$8.3B
Pooled Vehicle Clients
3
AUM
$94.9M
Charitable Organization Clients
8
AUM
$41M
Corporation or Business Clients
8
AUM
$17.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACODCDEFLGAHIILINKYLAMAMDMIMSNCNJNVNYOHORPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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