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 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
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 5
Christopher Fankhauser
Chief Operations Officer & DirectorCRD 2857015

Michael Lewis
Chief Compliance OfficerCRD 6120161

Kalen Hanna
Chief Financial OfficerCRD 5710886
Contacts
3 of 90
Samar Tariq
Regional ManagerCRD 7028743

Irfan Dokovic
Regional ManagerCRD 6876539

Brandon Balazi
ManagerCRD 6045024
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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