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Building 2JIM SAULNIER & ASSOCIATES, LLC

Map pinFORT COLLINS, CO
Phone970-530-0556
NotebookSEC #801-128717
Total AUM
$286.4M
Employees
7
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
506 EAST MULBERRY ST
FORT COLLINS
CO 80524
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
970-530-0556

ReceiptFinancials

Total AUM
$286.4M
Accounts
627
Discretionary
$286.4M
Accounts
627
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$70.9M
HNW Individual Clients
86
AUM
$215.3M
Charitable Organization Clients
1
AUM
$226.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILLAMDMINCNHNJNYOHPATXWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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