JIM SAULNIER & ASSOCIATES, LLC - Financial Advisor in Colorado, Fort Collins

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

About 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

Firm CRD#:

169889

Firm SEC#:

801-128717

Assets Under Management:

$116,438,984

No. of Clients:

443

No. of Advisors:

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

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