JIM Saulnier & Associates, LLC

Overview

JIM Saulnier & Associates, LLC operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves primarily individual and family clients and bills through a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when clients require access to outside managers. The firm identifies itself as a capital allocator, which dovetails with its use of external fund managers and third‑party strategies. It does not position itself as an ESG-focused investor and is not registered as a multistate adviser. Industry relationships include ties with accounting and insurance firms that appear to support its client service and referral network.

Assets & Accounts

Public Holdings

Investments & Alternatives