Schlindwein Associates LLC

Schlindwein Associates LLC (CRD# 109132) is a financial advisory firm headquartered in Dallas, TX. They manage $199,903,557 in 457 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1717 Main Street, Suite 3975, Dallas, TX 75201
https://www.facebook.com/pages/schlindwein-associates-llc/109505879097595
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $437,426
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
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Schlindwein Associates LLC
Showing 1 - 2 of 2 top financial advisors.
1
Adam Rich, financial advisor Dallas TX
Adam C. Rich
CRD#: 2952627
5910 North Central Expressway, Suite 770, Dallas, TX 75206

Adam Rich (CRD# 2952627) is an Investment Advisor Representative working at Schlindwein Associates LLC in Dallas, TX and has over 16 years of experience in the finance industry.

2
Timothy Schlindwein, financial advisor Chicago IL
Timothy A. Schlindwein
CRD#: 1865926
20 North Wacker Dr., Suite 1820, Chicago, IL 60606

Timothy Schlindwein (CRD# 1865926) is an Investment Advisor Representative working at Schlindwein Associates LLC in Chicago, IL and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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