Director · Saturna Capital Corporation
Phelps S. McIlvaine
CRD 2432209 · Named on Form ADV at one SEC-registered adviser
At a glance
Saturna Capital Corporation, an SEC-registered asset manager based in Bellingham, WA with $10.5 billion in regulatory assets, lists Phelps S. McIlvaine on its Form ADV as Director.
Firms and roles
- Saturna Capital CorporationDirectorAsset manager · Bellingham, WA · $10B in regulatory assets
AtlasMembers
Phelps’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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Colleagues named on the same filings (11)
- Jane K. CartenExecutive Chair, President, Saturna Capital Corporation
- Monem A. SalamExecutive Director, Executive Vice President, Saturna Capital Corporation
- Christopher R. FankhauserExecutive Director, Chief Operations Officer, Saturna Capital Corporation
- Michael E. LewisChief Compliance Officer, Saturna Capital Corporation
- Jacob A. StewartAnti-Money Laundering Officer, Saturna Capital Corporation
6 more people named with Phelps on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phelps’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.