Saturna Capital Corporation

RIASEC Registered

Total AUM

$10.5B

Discretionary

$10.5B

100% of AUM

Avg account

$75.4M

Accounts

139

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 Companies96%
HNWI2.06%
Pooled Investment Vehicles0.95%
Charitable Organizations0.51%
Individuals0.29%
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 an institutional registered investment adviser that has been registered with the SEC since 1989. The firm serves individual and family clients as well as institutional investors, providing financial planning and portfolio management across a range of client types including small businesses, pooled investment vehicles, and investment companies. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm maintains a mix of industry relationships — including broker-dealer and trust company affiliations — and is involved as a sponsor/GP or managing member of pooled investment vehicles. Saturna’s public disclosures indicate it does not identify as an active ESG investor.