Owaiz M Dadabhoy
Investment adviser representative at Saturna Capital Corporation
18 yearsExperience
8 statesRegistered in
$10.5BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Saturna Capital CorporationJan 2012 to now
- Saturna Brokerage ServicesSep 2008 to now
- Saturna Trust CompanyOct 2012 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, IL, MI, NV, NY, OH, TX).
Saturna Capital Corporation
$10.5BAssets managed
104Clients
34Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4677306
- Firm CRD
- 25586