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JIM SAULNIER & ASSOCIATES, LLC

506 East Mulberry St
Fort Collins, Colorado 80524
Tel: 970-530-0556

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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 StatusApproved
Firm CRD#169889
SEC#801-128717
Assets Managed by Firm$116,438,984
No. of Clients443
No. of Advisors5

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 ClientsAUM
Firm Total443$116,438,984
Individuals (other than high net worth individuals)111$32,261,374
High net worth individuals43$84,073,109
Charitable organizations2$104,501

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