Independent Director · Saturna Capital Corporation
William Terry
CRD 8350003 · 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 William Terry on its Form ADV as Independent Director.
Firms and roles
- Saturna Capital CorporationIndependent DirectorAsset manager · Bellingham, WA · $10B in regulatory assets
AtlasMembers
William’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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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Phelps S. McIlvaineDirector, Saturna Capital Corporation
- 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
6 more people named with William 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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.