THE HATLESTAD GROUP

RIASEC Registered
Total AUM
$47.9M
Discretionary
$47.9M
100% of AUM
Avg account
$246K
Accounts
195
Employees
1
Advisory reps
1

Firm details

Headquarters
EDINA, Minnesota
CRD number
290435
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI53.45%
  • Individuals46.55%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Hatlestad Group is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers — reflecting its role as a capital allocator that places client capital with external managers when appropriate. Its fee model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and operates within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 32%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 5%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities32%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • AIMEE HATLESTAD

    Wealth Advisor and FounderCRD 3230060

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EDINA, MN

HENNEPIN

Location

EDINA, MN

Headquartered in EDINA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
5201 Eden Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth