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HEARTLAND ADVISORS, INC.
CRD 29433 · SEC 801-19074
790 N WATER STREET SUITE 1200, MILWAUKEE, WI, 53202, United States
Phone
414-347-7777
Fax
414-347-1339
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.92B
Discretionary AUM
$1.92B
Team
26 total employees; 10 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $21.2M |
| High net worth individuals | 48 | $167.7M |
| Investment companies | 3 | $1.64B |
| Corporations/business entities | 7 | $56.1M |
States served
CA, IL, LA, MD, MA, MI, MN, NE, NV, NJ, NY, OH, TN, WI, MO, TX, FL
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/HEARTLANDFUNDS
- HTTPS://WWW.SLIDESHARE.NET/HEARTLANDADVISORS
- HTTPS://WWW.FACEBOOK.COM/HEARTLANDADVISORS
- HTTPS://WWW.INSTAGRAM.COM/HEARTLANDADVISORS
- HTTPS://WWW.HEARTLANDFUNDS.COM
- HTTPS://WWW.FACEBOOK.COM/HEARTLANDFUNDS
- HTTPS://WWW.X.COM/HEARTLANDFUNDS
- HTTPS://WWW.X.COM/HEARTLANDVALUE
- HTTPS://WWW.HEARTLANDADVISORS.COM
- HTTPS://WWW.THREADS.NET/@HEARTLANDADVISORS
- HTTPS://WWW.PINTEREST.COM/HEARTLANDFUNDS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/HEARTLAND-ADVISORS-INC
- HTTPS://WWW.YOUTUBE.COM/HEARTLANDVALUE
- HTTPS://HEARTLANDADVISORS.PODBEAN.COM/
Official SEC filing: View on IAPD