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Elizabeth Wroblewski Alm

Saturna Capital Corp.

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About Elizabeth Wroblewski Alm

Elizabeth Alm is a financial advisor with Saturna Capital Corp. based in Bellingham, WA. Elizabeth has been in the financial services industry since March 14, 2019. Elizabeth is a Chartered Financial Analyst and holds the Series 66, Series 7TO, and SIE licenses. Elizabeth's firm manages approximately $8.39 billion in assets and specializes in providing financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles, and pension consulting services.

Firm Information

Elizabeth Alm is currently registered with Saturna Capital Corp.. Saturna Capital Corp. is an investment advisor based in BELLINGHAM, WA. They manage $8,394,714,767 in assets for 111 clients, primarily investment companies, charitable organizations, and high-net-worth individuals. They offer financial planning, pension consulting, and portfolio management for individuals, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Saturna Capital Corp.

1300 N STATE ST.

BELLINGHAM, WA 98225-4730

$8.39B

Assets Under Management

26

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Elizabeth Alm’s Registration & Firm History

WA

07/26/2022 - Present

Saturna Capital Corp. (BELLINGHAM WA)

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Licenses & Designations

BOTH

Issued 04/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Wroblewski Alm.
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