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Jim Saulnier & Associates
Jim Saulnier & Associates is a Fort Collins, Colorado-based fee-only RIA providing financial planning and investment management for families and...
Jim Saulnier & Associates
JIM SAULNIER & ASSOCIATES, LLC is an SEC-registered investment adviser in FORT COLLINS, CO, registered since 2023. The firm manages approximately $286 million in assets. It employs 7 staff and 3 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fort Collins
Corporate office
Fort Collins, CO, United States
Principals
Jim Saulnier
Founder and Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Jim Saulnier & Associates?
Jim Saulnier serves as the principal and primary advisor, overseeing investment management and financial planning for clients. The firm does not publicly list additional investment professionals, suggesting a boutique structure where Saulnier directly manages client relationships and portfolio decisions.
How does Jim Saulnier & Associates generate revenue?
The firm operates as a fee-only RIA, meaning it charges clients a percentage of assets under management or a flat fee for financial planning. It does not earn commissions from product sales, which distinguishes it from many brokerage-based advisors. This model is disclosed in the firm's Form ADV filed with the SEC.
Is Jim Saulnier & Associates a single-family office or multi-family office?
The firm functions as a multi-family office and registered investment adviser, serving multiple unrelated families and individuals. It does not manage a single concentrated fortune but rather provides wealth management to a diversified client base, typical of an independent RIA practice.
What investment approach does Jim Saulnier & Associates use?
The firm emphasizes low-cost, passive investment strategies, often using index funds and ETFs to build diversified portfolios. It focuses on financial planning and retirement income strategies. The firm does not appear to engage in direct private investments, venture capital, or hedge funds, based on public disclosures.
Where is Jim Saulnier & Associates located?
The firm is headquartered in Fort Collins, Colorado, and operates from a single office. There are no publicly known additional offices or remote team locations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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