Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > colorado > fort collins > JIM SAULNIER & ASSOCIATES, LLC
JIM SAULNIER & ASSOCIATES, LLC
506 East Mulberry St
Fort Collins, Colorado 80524
Tel: 970-530-0556
About JIM SAULNIER & ASSOCIATES, LLC
JIM SAULNIER & ASSOCIATES, LLC, formally registered with the SEC as JIM SAULNIER & ASSOCIATES, LLC. The firm was established in 09/11/2023. They have over 1 offices throughout the country.
JIM SAULNIER & ASSOCIATES, LLC is a Fort Collins, Colorado based Financial Planning firm with nearly $116,438,984 assets under management, offering retirement planning & investment advisory services to 443 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169889 |
| SEC# | 801-128717 |
| Assets Managed by Firm | $116,438,984 |
| No. of Clients | 443 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 443 | $116,438,984 |
| Individuals (other than high net worth individuals) | 111 | $32,261,374 |
| High net worth individuals | 43 | $84,073,109 |
| Charitable organizations | 2 | $104,501 |
More Retirement Planning firms in Fort Collins, Colorado:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Fort Collins, Colorado