Schlindwein Associates LLC
● SEC registered since 2000CRD 109132SEC# 801-57433Dallas, TX
Reg. AUM
$167.1M
Employees
3
Accounts
363
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 $167.1 million in regulatory assets under management and employs 3 people.
Schlindwein Associates LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy a. Schlindwein Trust Dated March 9, 2005 Control | Owner | Over 75% | 2024 |
| Winifred Jill Schlindwein Control | Managing Principal; President; Chief Compliance Officer ; Chief Operating Officer | Under 5% | 2026 |
| Jill Elizabeth Schlindwein Control | Trustee | — | 2026 |
Frequently asked questions
How much does Schlindwein Associates LLC manage?
Schlindwein Associates LLC reports $167.1 million in regulatory assets under management on its Form ADV.
How many employees does Schlindwein Associates LLC have?
Schlindwein Associates LLC reports 3 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
| Address | 1717 Main Street, Suite 3975, Dallas, TX 75201 |
| Phone | 469-385-7040 |
| Fax | 469-385-7041 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$167.1M▼ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$167.1Mregulatory AUM
Discretionary $167.1M