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Saturna Capital Corporation CRD 25586
$8.62B regulatory AUM 1,010 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1300 N State St., Bellingham, WA 98225-4730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saturna Capital | Bellingham | WA | 06/2021 | 07/2023 |
| Unemployed | Bellingham | WA | 01/2021 | 06/2021 |
| Mccrerey Renovations | Broomfield | CO | 05/2020 | 01/2021 |
| Unemployed | Broomfield | CO | 08/2019 | 05/2020 |
| Mccrerey Fine Homes | Frisco | CO | 05/2019 | 08/2019 |
| Unemployed - Full-Time Student | Bozeman | MT | 08/2018 | 05/2019 |
| Mccrerey Fine Homes | Frisco | CO | 05/2018 | 08/2018 |
| Unemployed - Full-Time Student | Bozeman | MT | 08/2017 | 05/2018 |
| Mccrerey Fine Homes | Frisco | CO | 05/2017 | 08/2017 |
| Unemployed - Full-Time Student | Bozeman | MT | 08/2016 | 05/2017 |
| Saturna Brokerage Services | Bellingham | WA | 06/2021 | Present |
| Saturna Trust Company | Bellingham | WA | 06/2021 | 07/2023 |
| Saturna Capital | Belliingham | WA | 07/2023 | 08/2024 |
| Saturna Capital | Bellingham | WA | 09/2024 | 10/2024 |
| Saturna Capital Corporation | Bellingham | WA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-23 |
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