Unclaimed Profile

Phelps Shaw Mcilvaine

SATURNA CAPITAL CORPORATION·BELLINGHAM, Washington

Clean recordSATURNA CAPITAL CORPORATION

1300 N STATE ST., BELLINGHAM, WA 98225-4730CRD# 2432209Firm CRD# 25586

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Phelps Shaw Mcilvaine · BELLINGHAM, WA

Registration

CRD #2432209 · SATURNA CAPITAL CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Phelps Shaw Mcilvaine 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SATURNA CAPITAL CORPORATION

AUM

$8.4B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2432209

Firm CRD# 25586

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Phelps Shaw Mcilvaine offer?

Phelps Shaw Mcilvaine specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BELLINGHAM, Washington for a consultation.

What are Phelps Shaw Mcilvaine's credentials?

Phelps Shaw Mcilvaine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phelps Shaw Mcilvaine located?

Phelps Shaw Mcilvaine is based in BELLINGHAM, Washington, working with SATURNA CAPITAL CORPORATION. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.

How does Phelps Shaw Mcilvaine charge for services?

Phelps Shaw Mcilvaine'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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