← Back to searchVisit website
THE HATLESTAD GROUP
HATLESTAD ENTERPRISES, LLC
CRD 290435
5201 EDEN AVE, SUITE 300, EDINA, MN, 55436, United States
Phone
763-259-3637
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.9M
Discretionary AUM
$47.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $22.3M |
| High net worth individuals | 15 | $25.6M |
All web addresses on file
Official SEC filing: View on IAPD