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| Happy Holidays!! thanks for using AUM13F!! |
| Schlindwein Associates LLC
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|---|---|
| CRD # | 109132 |
| SEC # | 801-57433 |
| CIK # | |
| AUM | $195.8 M (2025-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 469-385-7040 |
| Address | 1717 Main Street Dallas, TX 75201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 38.5 |
| (b) Individuals (high net worth individuals) | 45 | 153.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 1 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 195.8 |
| By Discretionary | ||
| Discretionary | 429 | 195.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 429 | 195.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.8 | |
| Total | 429 | 195.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sacks & Associates LLC
✚
|
NJ | 0.2 |
|
1620 Investment Advisors Inc
✚
|
MA | 0.2 |
|
BB Graham & Company Inc
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|
CA | 0.2 |
|
Bischoff Wealth Management Group LLC
✚
|
IN | 0.2 |
|
Prato Capital Management Inc
✚
|
NY | 0.2 |
|
Cooper Financial Services Inc
✚
|
CT | 0.2 |
|
Kingsman Wealth Management Inc
✚
|
FL | 0.2 |
|
Kelley Investments LLC
✚
|
0.2 | |
|
Draper Asset Management LLC
✚
|
NY | 0.2 |
|
Forbes Financial Planning Inc
✚
|
RI | 0.2 |