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JIM SAULNIER & ASSOCIATES, LLC

Tel: 970-530-0556
506 East Mulberry St
Fort Collins, Colorado  80524

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JIM SAULNIER & ASSOCIATES, LLC

JIM SAULNIER & ASSOCIATES, LLC is a Fort Collins, Colorado based financial advisory firm with nearly $116,438,984 in assets under management and provides investment advisory services for 443 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

169889

SEC#:

801-128717

No. of Clients:

443

Assets under Management

$116,438,984

No. of Advisors:

5

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