Levi
Zurbrugg
Saturna Capital Corporation
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About this Advisor
Levi Zurbrugg is a chartered financial analyst operating out of Bellingham, Washington with 1 year of relevant experience. Zurbrugg works at Saturna Capital Corporation. Zurbrugg has gained experience at Saturna Capital Corporation, University Of Washington, Dana Investment Advisors, Sustainability Accounting Standards Board, The Nature Conservancy and Saturna Brokerage Services. Zurbrugg holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Saturna Capital Corporation is a financial advisory company operating out of Bellingham, WA. The investment advisory business has a total of 73 advisors. It manages $5 billion in total assets among its 117 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 117 client accounts, 42% belong to high-net-worth individuals who have more than $1 million in investable assets. Saturna Capital Corporation offers a number of services, including 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. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Saturna Capital Corporation likely consist of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saturna Capital Corporation Brokerage Details
$5,150,693,205
73
117
$44,023,019
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
Levi Zurbrugg Work History
Levi has been registered as a financial advisor for 1 years.*
Saturna Capital Corporation
Saturna Brokerage Services
Saturna Brokerage Services
University Of Washington
Dana Investment Advisors
University Of Washington
Sustainability Accounting Standards Board
The Nature Conservancy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Levi Zurbrugg 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
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Henderson, NV
The content in this profile was updated by SmartAsset on 4/16/2023. 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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