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SCHLINDWEIN ASSOCIATES LLC

DALLAS, TX · CRD 109132 · IAPD ↗ · 469-385-7040

$167.1MRegulatory AUM
3Advisory reps
3Employees
1Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — SCHLINDWEIN ASSOCIATES LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — SCHLINDWEIN ASSOCIATES LLC moved its main office from CHICAGO, IL to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.