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Owaiz M Dadabhoy

Saturna Capital Corp.

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About Owaiz M Dadabhoy

Owaiz Dadabhoy is a Registered Representative and Investment Adviser Representative with Saturna Capital Corp.. Owaiz has been in the industry since 2003. Owaiz is licensed in California, Illinois, Michigan, New York, Ohio, and Texas. Saturna Capital Corp. has offices in Bellingham, WA and provides advisory services for high-net-worth individuals, investment companies, pooled investment vehicles, and corporations or other businesses.

Firm Information

Owaiz Dadabhoy 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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Owaiz Dadabhoy’s Registration & Firm History

WA

07/21/2021 - Present

Saturna Capital Corp. (BELLINGHAM WA)

CA

07/03/2003 - 07/21/2008

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 10/23/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Owaiz M Dadabhoy.
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