Patrick Lucas Topor-madry
Investment adviser representative at Saturna Capital Corporation
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Saturna Brokerage ServicesMay 2020 to now
- Saturna Capital CorporationMay 2020 to now
- Arne Hanna Aquatic CenterOct 2019 to Dec 2022
- Bellevue CollegeSep 2018 to Dec 2018
- Bellevue Aquatic CenterJun 2018 to Aug 2019
- Sammamish Rowing AssociationMay 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7265896
- Firm CRD
- 25586