Robert
Kaiser
Saturna Capital Corporation
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About this Advisor
Robert Kaiser is a financial advisor working out of Bellingham, Washington with a total of 1 year of industry experience. Kaiser works at Saturna Capital Corporation. During their career, Kaiser has held roles at Hand Crank Films, Pipeline Holdings, Saturna Capital Corporation and Saturna Brokerage Services. Kaiser has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Washington. Saturna Capital Corporation is an advisory firm that has its headquarters in Bellingham, WA. The firm has a total of 73 advisors. It controls $5 billion in assets under management among its 117 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 117 accounts, 42% are held by high-net-worth individuals who have greater than $1 million in assets. The firm has a number of services, such as 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. A financial advisor's fee schedules depend on which services the firm provides the client. However, 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
Robert Kaiser Work History
Robert has been registered as a financial advisor for 1 years.*
Saturna Capital Corporation
Saturna Brokerage Services
Pipeline Holdings
Hand Crank Films
*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 Robert 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
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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