Investment adviser · CRD 115321

LUNDQUIST, SCHILTZ AND ASSOCIATES, INC.

Investment adviser filing (IA)

DES MOINES, IA, United States · Form ADV filed Mar 8, 2012

Regulatory AUM
$49M
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 8, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Fixed

Principal office

2600 GRAND AVENUE, SUITE 216
DES MOINES, IA, 50312, United States

CRD 115321

Filing source

Form ADV 621465 · Mar 8, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.