Overview
Assets Under Management: $286 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 86
Average Client Assets: $2.5 million
Frequently Asked Questions
JIM SAULNIER & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169889), JIM SAULNIER & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
JIM SAULNIER & ASSOCIATES, LLC is headquartered in FORT COLLINS, CO.
JIM SAULNIER & ASSOCIATES, LLC serves 86 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, JIM SAULNIER & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
JIM SAULNIER & ASSOCIATES, LLC manages $286 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, JIM SAULNIER & ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.16%
Average Client Assets: $2.5 million
Total Client Accounts: 627
Discretionary Accounts: 627
Regulatory Filings
CRD Number: 169889
Filing ID: 2077009
Last Filing Date: 2026-03-24 19:16:50