Jim Saulnier & Associates, LLC

Jim Saulnier & Associates, LLC (CRD# 169889) is a financial advisory firm headquartered in Fort Collins, CO. They manage $116,438,984 in 443 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
506 East Mulberry St, Fort Collins, CO 80524
http://www.jimhelps.com
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $262,842
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IL, NC, NH, NJ, PA, TX, WA

Financial Advisors at Jim Saulnier & Associates, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James Saulnier, financial advisor Fort Collins CO
James H. Saulnier
CRD#: 3269945
506 East Mulberry St, Fort Collins, CO 80524

James Saulnier (CRD# 3269945) is an Investment Advisor Representative working at Jim Saulnier & Associates, LLC in Fort Collins, CO and has over 24 years of experience in the finance industry.

2
Christopher Stein, financial advisor Fort Collins CO
Christopher W. Stein
CRD#: 5561332
506 East Mulberry St, Fort Collins, CO 80524

Christopher Stein (CRD# 5561332) is an Investment Advisor Representative working at Jim Saulnier & Associates, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

3
Thomas Darden, financial advisor Fort Collins CO
Thomas G. Darden
CRD#: 6616518
506 East Mulberry St, Fort Collins, CO 80524

Thomas Darden (CRD# 6616518) is an Investment Advisor Representative working at Jim Saulnier & Associates, LLC in Fort Collins, CO and has over 8 years of experience in the finance industry.

4
Jacob Turner, financial advisor Fort Collins CO
Jacob Turner
CRD#: 7827735
506 East Mulberry St, Fort Collins, CO 80524

Jacob Turner (CRD# 7827735) is an Investment Advisor Representative working at Jim Saulnier & Associates, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

5
Jacob Vonloh, financial advisor Fort Collins CO
Jacob D. Vonloh
CRD#: 7256423
506 East Mulberry St, Fort Collins, CO 80524

Jacob Vonloh (CRD# 7256423) is an Investment Advisor Representative working at Jim Saulnier & Associates, LLC in Fort Collins, CO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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