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Robert James Haupt

Saturna Capital Corp.

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About Robert James Haupt

Robert James Haupt is a registered investment advisor representative with Saturna Capital Corp. in Bellingham, WA. Robert has been in the securities industry for 8 years and has a Series 7TO, Series 63 and Series 65 license. He is licensed to practice in Washington. Robert focuses on providing financial planning, portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. He has 26 clients and manages over $8.39 billion in assets.

Firm Information

Robert Haupt 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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Robert Haupt’s Registration & Firm History

WA

04/04/2022 - Present

Saturna Capital Corp. (BELLINGHAM WA)

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Licenses & Designations

BC

Issued 09/17/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert James Haupt.
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