|
⚲
|
| Schlindwein Associates LLC
✚
|
|
|---|---|
| CRD # | 109132 |
| SEC # | 801-57433 |
| CIK # | |
| AUM | $188.5 MM (2023-03-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 312-332-1520 |
| Address | 20 North Wacker Dr Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 37.8 |
| (b) Individuals (high net worth individuals) | 50 | 147.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 3 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 188.5 |
| By Discretionary | ||
| Discretionary | 459 | 188.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 188.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.5 | |
| Total | 459 | 188.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TKG Advisors LLC
✚
|
IN | 0.2 |
|
HMM Group LLC
✚
|
CA | 0.2 |
|
Independence Wealth Advisors Inc
✚
|
VA | 0.2 |
|
Pacific Capital Associates Inc
✚
|
CA | 0.2 |
|
Moser Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Tyner Capital Management Investment Counsel Inc
✚
|
TN | 0.2 |
|
46 Peaks LLC
✚
|
PA | 0.2 |
|
Client First Capital LLC
✚
|
CA | 0.2 |
|
Ballentine Capital Advisors Inc
✚
|
SC | 0.2 |
|
Barker Financial Group Inc
✚
|
MA | 0.2 |