Jim Saulnier & Associates

EST. AUM
$286,384,613

CONTACTS

CLIENT ACCOUNTS
627

Firm Details

Metro area Denver
CRD Number 169889
Website jimhelps.com
Client types

Overview

Jim Saulnier & Associates, LLC is an SEC-registered investment adviser in Fort Collins, Colorado. Founded in 2003, the firm provides retirement-focused financial planning and discretionary investment management. It has temporarily paused accepting new investment-management clients while prioritizing existing clients and prospects already in its queue.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Jim Saulnier & Associates

Platform Details

Investment Preferences

Alternative Activity

Address

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