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Building 2SCHLINDWEIN ASSOCIATES LLC

Map pinDALLAS, TX
Phone469-385-7040
NotebookSEC #801-57433
Total AUM
$167.1M
Employees
4
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1717 MAIN STREET
SUITE 3975
DALLAS
TX 75201
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
469-385-7040
Other Offices
2

ReceiptFinancials

Total AUM
$167.1M
Accounts
363
Discretionary
$167.1M
Accounts
363
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$34.7M
HNW Individual Clients
44
AUM
$128.9M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
3
AUM
$3.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT ADVICE THROUGH CONSULTATIONS NOT SPECIFICALLY MENTIONED ABOVE.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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