Saturna Brokerage Services, Inc

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
95
Avg account
$0

Firm details

Headquarters
Bellingham, Washington
CRD number
18437
Registered since
October 30, 1986

Firm profile

FINTRX

Overview

Saturna Brokerage Services, Inc. is organized as a corporation and is shown in the snapshot as having both domestic-entity and individual ownership. The firm’s profile in the available data is limited: its classification is listed as unclassified and key items such as client base, fee structure, advisory activities, and business lines are not detailed in the summary provided. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The snapshot also indicates it is not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser to another registered entity. The record lists two office locations but does not provide addresses or regional details.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Christopher Fankhauser

    Christopher Fankhauser

    Chief Operations Officer & DirectorCRD 2857015

  • Michael Lewis

    Michael Lewis

    Chief Compliance OfficerCRD 6120161

  • Kalen Hanna

    Kalen Hanna

    Chief Financial OfficerCRD 5710886

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Contacts

3 of 90
  • Samar Tariq

    Samar Tariq

    Regional ManagerCRD 7028743

  • Irfan Dokovic

    Irfan Dokovic

    Regional ManagerCRD 6876539

  • Brandon Balazi

    Brandon Balazi

    ManagerCRD 6045024

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bellingham, WA

Whatcom

Location

Bellingham, WA

Headquartered in Bellingham, WA, in the West of the United States.

Region
West
County
Whatcom
Address
1300 N State St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth