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Home > Retirement Planners > washington > bellingham > SATURNA CAPITAL CORPORATION
SATURNA CAPITAL CORPORATION
1300 N State St.
Bellingham, Washington 98225-4730
Tel: 360-734-9900
About SATURNA CAPITAL CORPORATION
SATURNA CAPITAL CORPORATION, formally registered with the SEC as SATURNA CAPITAL CORPORATION. The firm was established in 10/30/1989. They have over 2 offices throughout the country.
SATURNA CAPITAL CORPORATION is a Bellingham, Washington based Financial Planning firm with nearly $8,394,714,767 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 80 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 25586 |
| SEC# | 801-35428 |
| Assets Managed by Firm | $8,394,714,767 |
| No. of Clients | 111 |
| No. of Advisors | 80 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 111 | $8,394,714,767 |
| Individuals (other than high net worth individuals) | 18 | $13,758,086 |
| High net worth individuals | 42 | $161,200,709 |
| Charitable organizations | 8 | $32,847,005 |
| Corporations or other businesses | 6 | $10,661,947 |
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