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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-25-1998
- Office Locations
- 3
Office Locations
About Schlindwein Associates LLC
Schlindwein Associates LLC is an independent RIA with offices in Dallas and Chicago, providing financial planning and ongoing portfolio management aligned to long-term goals. The firm emphasizes education and customized guidance, including work with business owners around retirement and estate planning. Portfolios commonly use ETFs and mutual funds with asset-allocation and risk-management disciplines. Publishes regular market commentary and is an Investment Adviser Association member.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
WINIFRED JILL SCHLINDWEIN
Chief Compliance Officer, CHIEF OPERATING OFFICER, MANAGING PRINCIPAL, President
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Edgar Cortez
Chief of Financial Planning, Client Service
- CRD
- #7908530
ADAM CARTER RICH
Principal
- CRD
- #2952627
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,078,198 | $460,271 |
| Non-Discretionary | $0 | -- |
| Total | $167,078,198 | $460,271 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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