AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

James Henry Saulnier

JIM SAULNIER & ASSOCIATES, LLC·FORT COLLINS, Colorado
Clean recordJIM SAULNIER & ASSOCIATES, LLC
506 EAST MULBERRY ST, FORT COLLINS, CO 80524CRD# 3269945Firm CRD# 169889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Henry Saulnier · FORT COLLINS, CO
Registration
CRD #3269945 · JIM SAULNIER & ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Henry Saulnier is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with JIM SAULNIER & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
JIM SAULNIER & ASSOCIATES, LLC
JIM SAULNIER & ASSOCIATES, LLC
AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at JIM SAULNIER & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3269945
Firm CRD# 169889
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT COLLINS?

Browse all registered financial advisors in FORT COLLINS, Colorado or claim this profile if it's yours.

Browse FORT COLLINS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Henry Saulnier offer?
James Henry Saulnier specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are James Henry Saulnier's credentials?
James Henry Saulnier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Henry Saulnier located?
James Henry Saulnier is based in FORT COLLINS, Colorado, working with JIM SAULNIER & ASSOCIATES, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.
How does James Henry Saulnier charge for services?
James Henry Saulnier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JIM SAULNIER & ASSOCIATES, LLC?
JIM SAULNIER & ASSOCIATES, LLC has approximately 5 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in FORT COLLINS, Colorado

Austin Gene Kelly
COSNER FINANCIAL GROUP, LLC·FORT COLLINS, CO
David Chadwick Jones
TRAIL RIDGE INVESTMENT ADVISORS, LLC·FORT COLLINS, CO
Eric Carl Kulberg
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC·FORT COLLINS, CO
Gili Elkin
ICI FUND (INNOVATION COMMUNITY INTELLIGENCE) LTD.·FORT COLLINS, CO
Hong Miao
DELLA PAROLA CAPITAL MANAGEMENT, LLC·FORT COLLINS, CO
Jeffrey John Gordon
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC·FORT COLLINS, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)LITTLETON (58)LONE TREE (33)MONUMENT (27)ASPEN (27)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile