Schlindwein Associates LLC

Schlindwein Associates LLC (CRD# 109132) is a financial advisory firm headquartered in Chicago, IL. They manage $189,295,656 in 576 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    576
    ACCOUNTS
  • Average Account Value
    $328,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Schlindwein Associates LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard W. Jackson
CRD#: 2828190
20 North Wacker Dr, Suite 1820, Chicago, IL 60606
93
Wealthminder
score

Richard Jackson (CRD# 2828190) is an Investment Advisor Representative working at Schlindwein Associates LLC in Chicago, IL and has over 19 years of experience in the finance industry.

2
Adam C. Rich
CRD#: 2952627
5910 North Central Expressway, Suite 770, Dallas, TX 75206
93
Wealthminder
score

Adam Rich (CRD# 2952627) is an Investment Advisor Representative working at Schlindwein Associates LLC in Dallas, TX and has over 8 years of experience in the finance industry.

3
Timothy A. Schlindwein
CRD#: 1865926
20 North Wacker Dr., Suite 1820, Chicago, IL 60606
93
Wealthminder
score

Timothy Schlindwein (CRD# 1865926) is an Investment Advisor Representative working at Schlindwein Associates LLC in Chicago, IL and has over 21 years of experience in the finance industry.

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