$47.9M Total AUM
$47.9M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2018
- Office Locations
- 1
Office Locations
5201 Eden AVE Suite 300 Edina MN
About THE Hatlestad Group
The Hatlestad Group is an independent Minneapolis-area wealth management firm led by a CFP professional, focused on helping late-career executives, pre-retirees, and head-of-household women align money decisions with personal values through retirement planning. Provides financial planning and portfolio management, incorporating ETFs and mutual funds alongside fixed income. Custodies client assets at Charles Schwab.
Team overview
50 AVG AGE
$47.9M AVG AUM / ADVISOR
$704.3K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
AIMEE JEAN HATLESTAD
Managing Member, Wealth Advisor
- CRD
- #3230060
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,893,498 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,893,498 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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