SATURNA BROKERAGE SERVICES, INC
Firm details
- Headquarters
- BELLINGHAM, Washington
- CRD number
- 18437
- Registered since
- October 30, 1986
- Website
- www.saturna.com
Firm profile
FINTRXOverview
Saturna Brokerage Services, Inc. is recorded as a corporation that registered with the SEC in 1986. FINTRX lists the ownership as a domestic entity with individual ownership and classifies the firm as "Unclassified." The dataset indicates the firm is not an institutional capital allocator, is not active on ESG mandates, and is not flagged as a multi-state adviser, pension consultant, or related adviser. FINTRX does not populate fields for the firm's specific business activities or advisory services. That absence, combined with the firm's name, suggests its primary role may be brokerage- or dealer-oriented rather than operating as a traditional advisory firm with reportable discretionary assets in FINTRX. Confirming the firm's business model will require direct inquiry or review of regulatory filings and other public disclosures.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5Brian Horrocks
Trust Administrative CoordinatorCRD 7788060
KALEN HANNA
Chief Financial OfficerCRD 5710886
CHRISTOPHER FANKHAUSER
Chief Operations Officer & DirectorCRD 2857015
Contacts
3 of 86Samar Tariq
Regional ManagerCRD 7028743
Marybeth Swisher
National Accounts ManagerCRD 1536186
SEAN SPURGIN
Securities Data ManagerCRD 5906666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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