THE HATLESTAD GROUP

THE HATLESTAD GROUP of EDINA, MN is an SEC-registered investment adviser (CRD 290435). Regulatory assets under management: $47.9M.

Registration

• CRD: 290435
• Type: Registered investment adviser
• Location: 5201 EDEN AVE, EDINA, MN, 55436
• Phone: 763-259-3637
• Latest filing: 2026-01-27
• Regulatory AUM: $47.9M
• Discretionary AUM: $47.9M
• Clients: 1
• Accounts: 195

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290435 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search