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 organized as a corporation and has been registered with the SEC since 1986. Ownership is recorded as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available snapshot. The profile supplied to FINTRX contains only a small set of operational flags: Saturna Brokerage Services, Inc. is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is also not flagged as a pension consultant or as a related adviser. The dataset does not disclose the firm’s client segments, fee structure, or detailed business and advisory activities.
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
Brian Horrocks
Trust Administrative CoordinatorCRD 7788060

Jimmy Noriega
Chief Technology OfficerCRD 5094907

Kalen Hanna
Chief Financial OfficerCRD 5710886
Contacts
3 of 86
Samar Tariq
Regional ManagerCRD 7028743

Marybeth Swisher
National Accounts ManagerCRD 1536186

Sean Spurgin
Securities Data ManagerCRD 5906666
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
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