506 East Mulberry St
Fort Collins, Colorado 80524
Tel: 970-530-0556
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
Explore More Retirement Advisors in Fort Collins, Colorado