JIM SAULNIER & ASSOCIATES, LLC
CRD #169889 SEC #801-128717 FORT COLLINS, CO 970-530-0556
SEC Registered
Total AUM
$180M
Discretionary
$180M
Employees
7
Clients
51
Accounts
517
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $180M | $180M | $0 | 7 | 33 |
| Mar 2025 | $180M | $180M | $0 | 7 | 33 |
| Mar 2024 | $116.4M | $116.4M | $0 | 5 | 48 |
| Feb 2024 | $116.4M | $116.4M | $0 | 5 | 48 |
| Aug 2023 | $105.7M | $105.7M | $0 | 6 | 109 |
DateAug 2025
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees7
Clients33
DateMar 2025
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees7
Clients33
DateMar 2024
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees5
Clients48
DateFeb 2024
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees5
Clients48
DateAug 2023
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees6
Clients109