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JIM SAULNIER & ASSOCIATES, LLC
CRD 169889 · SEC 801-128717
506 EAST MULBERRY ST, FORT COLLINS, CO, 80524, United States
Phone
970-530-0556
Fax
970-984-4323
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.4M
Discretionary AUM
$286.4M
Team
7 total employees; 3 advisory reps; 51 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $70.9M |
| High net worth individuals | 86 | $215.3M |
States served
AZ, CA, CO, GA, IL, LA, MD, MI, NJ, NY, NC, OH, PA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD