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 U.S.-based investment adviser organized as a corporation and registered with the SEC in 1989. Its client base includes high-net-worth individuals and families as well as institutional investors. The firm provides a range of advisory services — financial planning and portfolio management across individual/small business accounts, investment companies, pooled vehicles and institutional mandates — and charges fees by percentage of AUM, fixed fees, and, in some cases, performance-based fees. Saturna is not identified as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. The firm also has affiliations across the financial services ecosystem, including relationships with broker-dealers, trust companies and roles as sponsor or general partner of pooled investment vehicles.