Jim Saulnier & Associates, LLC
● SEC registered since 2023CRD 169889SEC# 801-128717Fort Collins, CO
Reg. AUM
$286.4M
Employees
7
Accounts
627
Location
Fort Collins, CO
About Jim Saulnier & Associates
Jim Saulnier & Associates specializes in retirement planning and investment management with an emphasis on effectively consuming assets in retirement, including Social Security income planning. It helps people retire confidently beyond investing alone.
Summary based on the firm’s website.
Jim Saulnier & Associates, LLC assets under management
Jim Saulnier & Associates, LLC is an investment advisory firm registered with the SEC based in Fort Collins, CO. The firm has been registered since 2023. It reports $286.4 million in regulatory assets under management and employs 7 people.
Jim Saulnier & Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Henry Saulnier Control | Managing Member And Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Jim Saulnier & Associates, LLC manage?
Jim Saulnier & Associates, LLC reports $286.4 million in regulatory assets under management on its Form ADV.
How many employees does Jim Saulnier & Associates, LLC have?
Jim Saulnier & Associates, LLC reports 7 employees.
Where is Jim Saulnier & Associates, LLC located?
Jim Saulnier & Associates, LLC is based in Fort Collins, CO and has been SEC-registered since 2023.
Does Jim Saulnier & Associates, LLC disclose fund performance?
Jim Saulnier & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 506 East Mulberry St, Fort Collins, CO 80524 |
| Phone | 970-530-0556 |
| Fax | 970-984-4323 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$286.4M▲ 59%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$286.4Mregulatory AUM
Discretionary $286.4M