# JIM SAULNIER & ASSOCIATES, LLC

JIM SAULNIER & ASSOCIATES, LLC of FORT COLLINS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 169889
- Type: SEC-registered investment adviser
- SEC file number: 801-128717
- Location: 506 EAST MULBERRY ST, FORT COLLINS, CO, 80524
- Phone: 970-530-0556
- Latest filing: 2026-07-14
- Regulatory AUM: $286.4M
- Discretionary AUM: $286.4M
- Clients: 7
- Accounts: 627

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Henry Saulnier | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SAULNIER JAMES HENRY | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169889/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169889/similar
- Related entities: https://search.stillhousedata.com/firm/169889/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169889

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.