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James David Winship

SATURNA CAPITAL CORPORATION·BELLINGHAM, Washington
Unclaimed Profile
1300 N STATE ST., BELLINGHAM, WA 98225-4730CRD# 1440875Firm CRD# 25586
01

About

James David Winship is a registered financial advisor based in BELLINGHAM, Washington, affiliated with SATURNA CAPITAL CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SATURNA CAPITAL CORPORATION
SATURNA CAPITAL CORPORATION
AUM
$8.4B
Regulatory assets under management
Employees
80
Total firm employees
View all advisors at SATURNA CAPITAL CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1440875
Firm CRD# 25586
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James David Winship offer?
James David Winship specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BELLINGHAM, Washington for a consultation.
What are James David Winship's credentials?
James David Winship is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Winship located?
James David Winship is based in BELLINGHAM, Washington, working with SATURNA CAPITAL CORPORATION. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.
How does James David Winship charge for services?
James David Winship's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SATURNA CAPITAL CORPORATION?
SATURNA CAPITAL CORPORATION has approximately 80 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BELLINGHAM
Meredith Lynn Ross — SATURNA CAPITAL CORPORATIONEthel Beltran Bartolome — SATURNA CAPITAL CORPORATIONPhelps Shaw Mcilvaine — SATURNA CAPITAL CORPORATIONJane Kaiser Carten — SATURNA CAPITAL CORPORATIONMichael K. Morse — SATURNA CAPITAL CORPORATION
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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