Saturna Capital Corporation

RIASEC RegisteredEst. 1989

Total AUM

$8.6B

Discretionary

$8.6B

100% of AUM

Avg account

$67.4M

Accounts

128

Employees

Advisory reps

Firm details

Headquarters: Bellingham, Washington
CRD number: 25586
Registered since: October 30, 1989
Website: www.saturna.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies95.91%
HNWI2.13%
Pooled Investment Vehicles1.1%
Charitable Organizations0.48%
Corporations / Businesses0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Saturna Capital Corporation is a corporation that has been SEC-registered since 1989 and serves both individuals/families and institutional clients. The firm provides a range of advisory services including financial planning and portfolio management for individuals, small businesses, investment companies, pooled investment vehicles and institutional clients. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. Saturna is not identified as an active ESG investor in the data provided, and it is not labeled as a multi-state adviser in the snapshot. The firm also appears to act in multiple industry roles beyond pure advisory work: affiliations listed include broker‑dealer, trust company, other investment adviser, pension consultant, and sponsor/GP/manager of pooled investment vehicles. Ownership is described as a domestic entity/individual structure.