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 entity that has been registered with the SEC since 1986. The filing identifies ownership as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and records that it is not a capital allocator and is not flagged as an active ESG investor. The firm is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available snapshot.
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 6
Scott Klimo
Chief Investment OfficerCRD 2488127
Christopher Fankhauser
Chief Operations Officer & DirectorCRD 2857015
Michael Lewis
Chief Compliance OfficerCRD 6120161
Contacts
3 of 88
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
Similar firms
Continental Investors Services, Inc.
Broker-DealerLongview, WA
Stonebridge Securities LLC
Broker-DealerBellevue, WA
Abraham Securities Corporation
Broker-DealerGig Harbor, WA
Kcoe Capital LLC
Broker-DealerCamas, WA
Thomas Capital Group, Inc.
Broker-DealerGig Harbor, WA
Wealth Asset Managers
Broker-DealerSpokane, WA