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
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, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$286.4Mregulatory AUM
Discretionary $286.4M