Robert
Haupt
Saturna Capital Corporation
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About this Advisor
Robert Haupt is a financial advisor based in Bellingham, Washington, working with Saturna Capital Corporation. Robert has previously held positions at Saturna Capital Corporation, Saturna Brokerage Services, The National, Telluride Outside, Pekkala Engineering, La Marmotte, and Saturna Capital. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Washington. Currently, Robert 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
Services Offered
Fee Structure
Office Location
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Saturna Capital Corporation Brokerage Details
$6,643,738,704
75
115
$57,771,641
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
Robert Haupt Work History
Saturna Capital
Saturna Brokerage Services
Saturna Capital Corporation
Saturna Capital Corporation
Saturna Brokerage Services
The National
Pekkala Enginering
Telluride Outside
La Marmotte
Disclosures
Please visit the SEC profile of Robert Haupt 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 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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