Nicholas
Kaiser
Saturna Capital Corporation
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About this Advisor
Nicholas Kaiser is a financial advisor working in Bellingham, Washington with a total of 33 years of industry experience. Kaiser is an employee of Saturna Capital Corporation. Their career trajectory has included roles at Saturna Capital Corporation, Saturna Trust Company, Saturna Sendirian Berhad, Amana Mutual Funds Trust, Saturna Investment Trust and Saturna Environmental Corporation. Kaiser holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Georgia, Texas, Virginia and Washington. Saturna Capital Corporation is a registered investment business operating out of Bellingham, WA. The investment advisory business has a total of 73 people on staff. It oversees $5 billion in assets between its 117 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 117 accounts, 42% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company provides 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 for financial management largely depend on the type of financial services provided. Fees billed by Saturna Capital Corporation likely consist of any combination 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
Nicholas Kaiser Work History
Nicholas has been registered as a financial advisor for 33 years.*
Saturna Trust Company
Saturna Environmental Corporation
Saturna Capital Corporation
Saturna Investment Trust
Amana Mutual Funds Trust
Saturna Trust Company
Saturna Sendirian Berhad
Saturna Trust Company
*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 Nicholas Kaiser 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
Bellingham, WA
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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