JIM Saulnier & Associates, LLC
Firm details
- Headquarters
- Fort Collins, Colorado
- CRD number
- 169889
- Registered since
- September 11, 2023
- Website
- www.jimhelps.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.16%
- Individuals24.76%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
JIM Saulnier & Associates, LLC is an independent registered investment adviser that describes itself as a capital allocator for individual and family clients. The firm was SEC-registered in 2023 and offers a mix of financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The firm is not an active ESG investor and lists accountant and insurance company relationships among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents7%
- Other5%
- Exchange Traded Equities4%
Owners & executives
1 of 1
Christopher Stein
Retirement Planner, Data Analyst, & InstructorCRD 5561332
Contacts
3 of 4
Jacob VonLoh
Financial PlannerCRD 7256423
Jacob Turner
PlannerCRD 7827735
James Saulnier
Founder and Financial PlannerCRD 3269945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 141Active vs passive
$246M in ETFs
65%
$159M
14%
$87M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR) | BlackRock | Passive | Moderate Allocation | $31.5M | 453,418 | 12.83% |
Location
Fort Collins, CO
Larimer
Location
Fort Collins, CO
Headquartered in Fort Collins, CO, in the West of the United States.
- Region
- West
- County
- Larimer
- Address
- 506 E Mulberry St
- Time zone
- MT (UTC-7)
- Office locations
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