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 a corporate brokerage entity that has been SEC-registered since 1986. The firm is listed as owned by a domestic entity and an individual and is classified in the dataset as "Unclassified." It is not registered or flagged as a multi-state adviser, and it is not identified as a newly formed adviser. The dataset characterizes Saturna Brokerage Services primarily as a non–capital-allocating brokerage/service entity rather than a discretionary manager. It is also recorded as not being an active ESG investor; other details about fee arrangements, client segments, or advisory business lines were not supplied in the source record.
Investments & Alternatives
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 7
Brian Horrocks
Trust Administrative CoordinatorCRD 7788060

Matthew Meadows
Team CoordinatorCRD 8211484

Jimmy Noriega
Chief Technology OfficerCRD 5094907
Contacts
3 of 87
Samar 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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