Jim Saulnier & Associates, LLC
Jim Saulnier & Associates, LLC is an SEC-registered wealth manager in Fort Collins, CO with $286.4M assets under management (AUM, regulatory AUM), +59% over one year. See who owns Jim Saulnier & Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169889, SEC 801-128717, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $286.4M (2026-06-24)
- Firm type
- Wealth Manager
- Location
- Fort Collins, CO
- Employees
- 7
- Clients
- 184
- CRD
- 169889
- Ownership
- SAULNIER, JAMES, HENRY
How much AUM does Jim Saulnier & Associates, LLC have?
Jim Saulnier & Associates, LLC reported $286.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Jim Saulnier & Associates, LLC?
Disclosed owners and executives of Jim Saulnier & Associates, LLC include SAULNIER, JAMES, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.