Ahmad
Elmahi

Saturna Capital Corporation

CRD#7652114
Investment Advisor
in Bellingham, WA

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About this Advisor

Ahmad Elmahi is a financial advisor based in Bellingham, Washington, working with Saturna Capital Corporation. Ahmad has previously held positions at Saturna Capital Corporation, Saturna Brokerage Services, Guidance Residential, Kalmed LLC, Pep Boys, Lyft, Amazon, 24-7 Intouch, Mahandru Associates, and One Global. Ahmad has passed the Series 66 regulatory exam and is registered to provide services in California, Illinois, Indiana, Maryland, Michigan, Nevada, New York, Ohio, Texas, Virginia, and Washington. Currently, Ahmad is part of Saturna Capital Corporation, which operates out of Bellingham, Washington. The firm has 1 office and 75 employees. The firm manages assets totaling $6.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Saturna Capital Corporation includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1300 N State St.
Bellingham, WA 98225-4730

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Saturna Capital Corporation Brokerage Details

Total Assets Under Management

$6,643,738,704

WA Average: $3,566,627,242
Total Number of Employees

75

WA Average: 46
Total Number of Accounts

115

WA Average: 1,499
Average Account Size

$57,771,641

WA Average: $2,379,338

Investment Advisory Services

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

Ahmad Elmahi Work History

2022 - Present (2 years)

Saturna Capital Corporation

2022 - Present (2 years)

Saturna Brokerage Services

2021 - 2022 (1 year)

Guidance Residential

2020 - 2020 (< 1 year)

Amazon

2019 - 2021 (2 years)

Kalmed LLC

2019 - 2019 (< 1 year)

Pep Boys

2019 - 2019 (< 1 year)

Lyft

2019 - 2019 (< 1 year)

24-7 Intouch

2018 - 2018 (< 1 year)

24-7 Intouch

2017 - 2017 (< 1 year)

Mahandru Associates

2015 - 2017 (2 years)

One Global

2012 - 2014 (2 years)

One Global

Disclosures

Please visit the SEC profile of Ahmad Elmahi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Saturna Capital Corporation

Levi Zurbrugg
Bellingham, WA
Scott St Clair
Bellingham, WA
Haitham Al-Sayed
Bellingham, WA
Nickolas Vitalis
Bellingham, WA
Luke Moore
Bellingham, WA
Megan Lewis
Bellingham, WA
Brett Ulsh
Bellingham, WA
Megan Troupe
Bellingham, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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