JIM SAULNIER & ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$286,384,613
Discretionary
$286,384,613
Non-discretionary
$0
Firm details
- CRD number
- 169889
- SEC file number
- 801-128717
- Main office
- FORT COLLINS, CO, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.JIMHELPS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.