FORT COLLINS, COCRD 169889Latest ADV March 24, 2026
Jim Saulnier & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Collins, CO. Its latest Form ADV filing, dated March 24, 2026, reports $286M in regulatory assets under management, 7 employees, and 627 accounts.
Assets Under Management
$286M
Employees
7
Offices
--
Total Clients
184
Primary office
FORT COLLINS, CO
506 EAST MULBERRY ST, FORT COLLINS, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.3% of total clients.
Top client categories% of clientsClients
1
Individuals
53.3%
98
2
HNWI
46.7%
86
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$286Mas of March 24, 2026
Discretionary100.0%
$286M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$286M
Total Accounts627
10Y AUM Change+$181M (+170.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee26:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.