SATURNA CAPITAL CORPORATION - Financial Advisor in Washington, Bellingham

Tel: 360-734-9900 1300 N State St. Bellingham, Washington 98225-4730

About SATURNA CAPITAL CORPORATION

SATURNA CAPITAL CORPORATION is a Bellingham, Washington based financial advisory firm with nearly $8,394,714,767 in assets under management and provides investment advisory services for 111 clients. There are currently 80 financial advisors at the firm.

General Information

Firm CRD#:

25586

Firm SEC#:

801-35428

Assets Under Management:

$8,394,714,767

No. of Clients:

111

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

FINANCIAL PLAN, INC.

116073

801-77339

3426

$1,053,171,705

TRADEWINDS CAPITAL MANAGEMENT, LLC

145934

801-68789

2483

$523,698,592

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1133

$288,379,333

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105034

801-120007

334

$216,691,379

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173761

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STRATEGIC ASSET ALLIANCE

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CAPSTONE RIA

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