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Schlindwein Associates LLC

● SEC registered since 2000CRD 109132SEC# 801-57433Dallas, TX
Export (members)
Reg. AUM
$195.8M
Employees
4
Accounts
429
Location
Dallas, TX

Schlindwein Associates LLC assets under management

Schlindwein Associates LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2000. It reports $195.8 million in regulatory assets under management and employs 4 people.

Schlindwein Associates LLC owners & executives

3 reported
NameTitleOwnershipSince
Timothy a. Schlindwein Trust Dated March 9, 2005 ControlOwnerOver 75%2024
Timothy Allen Schlindwein ControlManaging Principal; Founder & President; Chief Compliance OfficerUnder 5%1995
Timothy Allen Schlindwein ControlTrustee1995

Frequently asked questions

How much does Schlindwein Associates LLC manage?

Schlindwein Associates LLC reports $195.8 million in regulatory assets under management on its Form ADV.

How many employees does Schlindwein Associates LLC have?

Schlindwein Associates LLC reports 4 employees.

Where is Schlindwein Associates LLC located?

Schlindwein Associates LLC is based in Dallas, TX and has been SEC-registered since 2000.

Does Schlindwein Associates LLC disclose fund performance?

Schlindwein Associates LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1717 Main Street, Suite 3975, Dallas, TX 75201
Phone469-385-7040
Fax469-385-7041
Office hours9:00 a.m.-5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$195.8M
Non-discretionary$0
Total (RAUM)$195.8M