Institutional
    SEC Registered

    Heartland Advisors, Inc.

    Registered investment advisor · Milwaukee, Wisconsin · CRD #29433

    Assets Under Management
    $1.9B
    Client Accounts
    93
    Employees
    26
    CRD Number
    29433
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Heartland Advisors, Inc.

    Heartland Advisors, Inc. is an investment management firm founded in 1983, offering investment management, financial planning, and advisory services. It focuses on value-driven, actively managed strategies to achieve long-term goals. The firm employs a disciplined, bottom-up approach to stock analysis.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Heartland Advisors, Inc.

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    Frequently Asked Questions

    What is Heartland Advisors, Inc.'s AUM?

    Heartland Advisors, Inc. reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Heartland Advisors, Inc. headquartered?

    Heartland Advisors, Inc. is headquartered in Milwaukee, Wisconsin.

    What is Heartland Advisors, Inc.'s CRD number?

    Heartland Advisors, Inc.'s CRD number is 29433. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Heartland Advisors, Inc. manage?

    Heartland Advisors, Inc. manages approximately 93 client accounts according to its latest SEC filing.

    Is Heartland Advisors, Inc. SEC registered?

    Yes, Heartland Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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