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Managing Principal; President; Chief Compliance Officer ; Chief Operating Officer · Schlindwein Associates LLC

Winifred J. Schlindwein

CRD 8281955 · Named on Form ADV at one SEC-registered adviser

At a glance

Schlindwein Associates LLC, an SEC-registered wealth manager based in Dallas, TX with $167 million in regulatory assets, lists Winifred J. Schlindwein on its Form ADV as Managing Principal; President; Chief Compliance Officer ; Chief Operating Officer, a control person.

Firms and roles

  • Schlindwein Associates LLCManaging Principal; President; Chief Compliance Officer ; Chief Operating OfficerWealth manager · Dallas, TX · $167M in regulatory assets

AtlasMembers

Winifred’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Winifred’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.