|
⚲
|
| Schlindwein Associates LLC
✚
|
|
|---|---|
| CRD # | 109132 |
| SEC # | 801-57433 |
| CIK # | |
| AUM | $167.1 M (2026-06-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 469-385-7040 |
| Address | 1717 Main Street Dallas, TX 75201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 34.7 |
| (b) Individuals (high net worth individuals) | 44 | 128.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 3 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 363 | 167.1 |
| By Discretionary | ||
| Discretionary | 363 | 167.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 363 | 167.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.1 | |
| Total | 363 | 167.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Randall & Associates Wealth Management Inc
✚
|
PA | 0.2 |
|
Safe Harbor Wealth Advisors LLC
✚
|
OH | 0.2 |
|
Catalyst Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Armory Capital Management LLC
✚
|
NY | 0.2 |
|
TRG Investment Advisors LLC
✚
|
CO | 0.2 |
|
Perissos Private Wealth Management LLC
✚
|
OK | 0.2 |
|
Greenbelt Investment Advisors LLC
✚
|
TX | 0.2 |
|
Aldebaran Capital LLC
✚
|
IN | 0.2 |
|
Strategic Financial Management LLC
✚
|
0.2 | |
|
McDonnell Wealth Management LLC
✚
|
IL | 0.2 |