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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 8, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUNDQUIST, DAVID, JOHN | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | |
| LUNDQUIST, DAVID, JOHN | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | |
| LUNDQUIST, DAVID, JOHN | I | MANAGING PARTNER/CCO | E | |
| LUNDQUIST, DAVID, JOHN | I | MANAGING PARTNER/CCO | E | |
| LUNDQUIST, DAVID, JOHN | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | |
| LUNDQUIST, DAVID, JOHN | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | |
| LUNDQUIST, DAVID, JOHN | I | MANAGING PARTNER | E | |
| LUNDQUIST, DAVID, JOHN | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E |
Registrations
Federal
IA
Mar 8, 2012 REGISTERED
Notice Filings (1)
IA
Address
2600 GRAND AVENUESUITE 216
DES MOINES, IA 50312
United States
Phone: 515-284-1011