SCHLINDWEIN ASSOCIATES LLC
CRD #109132 SEC #801-57433 DALLAS, TX 469-385-7040
SEC Registered
Total AUM
$195.8M
Discretionary
$195.8M
Employees
4
Clients
25
Accounts
429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $195.8M | $195.8M | $0 | 4 | 1 |
| Mar 2024 | $199.9M | $199.9M | $0 | 4 | 2 |
| Mar 2023 | $188.5M | $188.5M | $0 | 4 | 2 |
| Jul 2022 | $231.4M | $231.4M | $0 | 4 | 2 |
| Mar 2022 | $231.4M | $231.4M | $0 | 4 | 2 |
| Mar 2021 | $214.7M | $214.7M | $0 | 4 | 2 |
| Jun 2020 | $197.6M | $197.6M | $0 | 4 | 2 |
| Mar 2020 | $197.6M | $197.6M | $0 | 4 | 2 |
| Jul 2019 | $170.8M | $170.8M | $0 | 4 | 2 |
| Mar 2019 | $170.8M | $170.8M | $0 | 4 | 2 |
| Mar 2018 | $192.7M | $192.7M | $0 | 4 | 2 |
| Sep 2017 | $197.4M | $196.6M | $793.8K | 4 | 200 |
| Mar 2017 | $197.4M | $196.6M | $793.8K | 4 | 200 |
| Mar 2016 | $189.3M | $188.4M | $856.3K | 5 | 200 |
| Mar 2015 | $189.5M | $187.2M | $2.2M | 4 | 200 |
| Mar 2014 | $183.3M | $181.8M | $1.5M | 5 | 200 |
| Mar 2013 | $153.9M | $150.1M | $3.9M | 4 | 200 |
| Mar 2012 | $139.1M | $137.3M | $1.9M | 1 | 200 |
| Jul 2011 | $174.7M | $130.4M | $44.3M | 5 | -- |
| Mar 2011 | $174.7M | $130.4M | $44.3M | 5 | -- |
| Mar 2008 | $175.8M | $121.5M | $54.3M | 5 | -- |
| Mar 2007 | $170M | $120.8M | $49.3M | 5 | -- |
| Dec 2005 | $128.1M | $79.8M | $48.3M | 5 | -- |
| Mar 2004 | $121.8M | $69.7M | $52.1M | 5 | -- |
| Apr 2002 | $100.6M | $53.2M | $47.5M | 5 | -- |
DateMar 2025
Total AUM$195.8M
Discretionary$195.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees4
Clients2
DateJul 2022
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees4
Clients2
DateMar 2022
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees4
Clients2
DateMar 2021
Total AUM$214.7M
Discretionary$214.7M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees4
Clients2
DateMar 2020
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees4
Clients2
DateJul 2019
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees4
Clients2
DateMar 2019
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees4
Clients2
DateMar 2018
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees4
Clients2
DateSep 2017
Total AUM$197.4M
Discretionary$196.6M
Non-Disc.$793.8K
Employees4
Clients200
DateMar 2017
Total AUM$197.4M
Discretionary$196.6M
Non-Disc.$793.8K
Employees4
Clients200
DateMar 2016
Total AUM$189.3M
Discretionary$188.4M
Non-Disc.$856.3K
Employees5
Clients200
DateMar 2015
Total AUM$189.5M
Discretionary$187.2M
Non-Disc.$2.2M
Employees4
Clients200
DateMar 2014
Total AUM$183.3M
Discretionary$181.8M
Non-Disc.$1.5M
Employees5
Clients200
DateMar 2013
Total AUM$153.9M
Discretionary$150.1M
Non-Disc.$3.9M
Employees4
Clients200
DateMar 2012
Total AUM$139.1M
Discretionary$137.3M
Non-Disc.$1.9M
Employees1
Clients200
DateJul 2011
Total AUM$174.7M
Discretionary$130.4M
Non-Disc.$44.3M
Employees5
Clients--
DateMar 2011
Total AUM$174.7M
Discretionary$130.4M
Non-Disc.$44.3M
Employees5
Clients--
DateMar 2008
Total AUM$175.8M
Discretionary$121.5M
Non-Disc.$54.3M
Employees5
Clients--
DateMar 2007
Total AUM$170M
Discretionary$120.8M
Non-Disc.$49.3M
Employees5
Clients--
DateDec 2005
Total AUM$128.1M
Discretionary$79.8M
Non-Disc.$48.3M
Employees5
Clients--
DateMar 2004
Total AUM$121.8M
Discretionary$69.7M
Non-Disc.$52.1M
Employees5
Clients--
DateApr 2002
Total AUM$100.6M
Discretionary$53.2M
Non-Disc.$47.5M
Employees5
Clients--