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 in FINTRX as a corporation that has been SEC-registered since 1986. The provider record lists the owner type as a domestic entity and an individual and classifies the firm as "Unclassified." Several operational flags are populated: the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not registered as a multi-state adviser; it is also not listed as a pension consultant or related adviser. The FINTRX snapshot contains no entries for business activities, advisory activities, investment preferences, or manager allocation interests. The platform also reports zero clients and an average client size of $0.00, which indicates either that the entity does not operate as an asset manager under the parameters FINTRX tracks or that client-level data is not available in the source. That absence of investment and client detail limits visibility into the firm’s product lineup, distribution role, and how—if at all—it interfaces with investors or separate advisory teams. No activities, affiliations, public holdings, or investment strategies are provided in the record. Analysts relying on this FINTRX entry should treat it as a minimal administrative profile rather than a source for portfolio, advisory, or operational intelligence.
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 6
Brian Horrocks
Trust Administrative CoordinatorCRD 7788060

Jimmy Noriega
Chief Technology OfficerCRD 5094907

Kalen Hanna
Chief Financial OfficerCRD 5710886
Contacts
3 of 86
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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