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JIM SAULNIER & ASSOCIATES, LLC
JIM SAULNIER & ASSOCIATES, LLC
FORT COLLINS, Colorado
·
1 registered advisor
·
CRD# 169889
SEC# 801-128717
0
970-530-0556
01
Firm Overview
AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at JIM SAULNIER & ASSOCIATES, LLC
1 registered advisor
James Henry Saulnier
FORT COLLINS, Colorado
CRD# 3269945
05
Office Locations
FORT COLLINS, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. JIM SAULNIER & ASSOCIATES, LLC (CRD# 169889) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.