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SCHLINDWEIN ASSOCIATES LLC
CRD 109132 · SEC 801-57433
1717 MAIN STREET, SUITE 3975, DALLAS, TX, 75201, United States
Phone
469-385-7040
Fax
469-385-7041
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.1M
Discretionary AUM
$167.1M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT ADVICE THROUGH CONSULTATIONS NOT SPECIFICALLY MENTIONED ABOVE.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $34.7M |
| High net worth individuals | 44 | $128.9M |
| Pension/profit sharing plans | 1 | $0 |
| Charitable organizations | 3 | $3.5M |
States served
IL, TX
All web addresses on file
Official SEC filing: View on IAPD