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

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