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 is listed as SEC-registered since 1986. FINTRX records the firm's ownership as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the snapshot data. The profile indicates Saturna Brokerage Services is not designated as a capital allocator, is not an active ESG investor, and is not reported as a multi-state adviser, pension consultant, or related adviser.
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 7
Scott Klimo
Chief Investment OfficerCRD 2488127
Christopher Fankhauser
Chief Operations Officer & DirectorCRD 2857015
Michael Lewis
Chief Compliance OfficerCRD 6120161
Contacts
3 of 88
Samar Tariq
Regional ManagerCRD 7028743
Irfan Dokovic
Regional ManagerCRD 6876539
Brandon Balazi
ManagerCRD 6045024
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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