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Jim Saulnier & Associates, LLC

● SEC registered since 2023CRD 169889SEC# 801-128717Fort Collins, CO
Export (members)
Reg. AUM
$180M
Employees
7
Accounts
517
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 $180 million in regulatory assets under management and employs 7 people.
www.jimhelps.comView on SEC.gov ↗

Jim Saulnier & Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Henry Saulnier ControlManaging Member And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Jim Saulnier & Associates, LLC manage?

Jim Saulnier & Associates, LLC reports $180 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

Address506 East Mulberry St, Fort Collins, CO 80524
Phone970-530-0556
Fax970-984-4323
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$180M
Non-discretionary$0
Total (RAUM)$180M