|
⚲
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| Saturna Capital Corporation
✚
|
|
|---|---|
| CRD # | 25586 |
| SEC # | 801-35428 |
| CIK # | 0001316617 |
| AUM | $8.6 B (2026-02-27) |
| Employees | 83 (16% Investors, 87% Brokers) |
| Phone | 360-734-9900 |
| Address | 1300 N State St Bellingham, WA 98225-4730 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 0.7 | ||
| Lilly Eli & Co | 0.5 | ||
| Broadcom Inc | 0.5 | ||
| Apple Inc | 0.5 | ||
| ASML Holding NV | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Tyco International Ltd /Ber/ | 0.3 | ||
| TJX Companies Inc /DE/ | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 0.0 |
| (b) Individuals (high net worth individuals) | 50 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 8.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 8.6 |
| By Discretionary | ||
| Discretionary | 128 | 8.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 128 | 8.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.6 | |
| Total | 128 | 8.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001316617] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arkadios Wealth Advisors LLC
✚
|
GA | 8.8 |
|
Capital Analysts LLC
✚
|
PA | 8.8 |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 8.8 |
|
Forum Financial Management LP
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|
IL | 8.7 |
|
Guided Choice Asset Management Inc
✚
|
NV | 8.5 |
|
Mutual Advisors LLC
✚
|
NE | 8.5 |
|
Sagespring Wealth Partners
✚
|
TN | 8.5 |
|
Horizon Investments LLC
✚
|
NC | 8.5 |
|
BNY Mellon Securities Corporation
✚
|
NY | 8.4 |
|
Douglas Lane & Associates LLC
✚
|
NY | 8.4 |