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Building 2HEARTLAND ADVISORS, INC.

Map pinMILWAUKEE, WI
Phone414-347-7777
NotebookSEC #801-19074
Total AUM
$1.9B
Employees
26
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
790 N WATER STREET SUITE 1200
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
414-347-7777

ReceiptFinancials

Total AUM
$1.9B
Accounts
93
Discretionary
$1.9B
Accounts
93
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$21.2M
HNW Individual Clients
48
AUM
$167.7M
Investment Company Clients
3
AUM
$1.6B
Pension/Profit Sharing Plan Clients
1
AUM
$11.4M
Charitable Organization Clients
1
AUM
$21.5M
Investment Advisor Clients
1
AUM
$0
Corporation or Business Clients
7
AUM
$56.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLILLAMAMDMIMNMONENJNVNYOHTNTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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