LUNDQUIST, SCHILTZ AND ASSOCIATES, INC.
CRD #115321 SEC #801-62766 DES MOINES, IA 515-284-1011
SEC Registered
Total AUM
$49M
Discretionary
$0
Employees
1
Clients
11
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $49M | $0 | $49M | 1 | 11 |
| Feb 2011 | $50.6M | $0 | $50.6M | 5 | -- |
| Jan 2010 | $51.5M | $0 | $51.5M | 5 | -- |
| Jan 2008 | $66.7M | $0 | $66.7M | 5 | -- |
| Jan 2007 | $63.7M | $0 | $63.7M | 5 | -- |
| Feb 2006 | $50.5M | $0 | $50.5M | 5 | -- |
| Sep 2005 | $48.6M | $0 | $48.6M | 5 | -- |
| Jan 2005 | $48.6M | $0 | $48.6M | 5 | -- |
DateMar 2012
Total AUM$49M
Discretionary$0
Non-Disc.$49M
Employees1
Clients11
DateFeb 2011
Total AUM$50.6M
Discretionary$0
Non-Disc.$50.6M
Employees5
Clients--
DateJan 2010
Total AUM$51.5M
Discretionary$0
Non-Disc.$51.5M
Employees5
Clients--
DateJan 2008
Total AUM$66.7M
Discretionary$0
Non-Disc.$66.7M
Employees5
Clients--
DateJan 2007
Total AUM$63.7M
Discretionary$0
Non-Disc.$63.7M
Employees5
Clients--
DateFeb 2006
Total AUM$50.5M
Discretionary$0
Non-Disc.$50.5M
Employees5
Clients--
DateSep 2005
Total AUM$48.6M
Discretionary$0
Non-Disc.$48.6M
Employees5
Clients--
DateJan 2005
Total AUM$48.6M
Discretionary$0
Non-Disc.$48.6M
Employees5
Clients--