5600 Wyoming Ne
Suite 220
Albuquerque, New Mexico 87109
Tel: 505-828-2824
HANSEATIC MANAGEMENT SERVICES INC, formally registered with the SEC as HANSEATIC MANAGEMENT SERVICES INC. The firm was established in 06/27/1995. They have over 1 offices throughout the country.
HANSEATIC MANAGEMENT SERVICES INC is a Albuquerque, New Mexico based Financial Planning firm with nearly $105,900,000 assets under management, offering retirement planning & investment advisory services to 266 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107110 |
| SEC# | 801-49508 |
| Assets Managed by Firm | $105,900,000 |
| No. of Clients | 266 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 266 | $105,900,000 |
| Individuals (other than high net worth individuals) | 242 | $40,300,000 |
| High net worth individuals | 17 | $18,500,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,400,000 |
| Other investment advisers | Fewer than 5 clients | $42,000,000 |
| Corporations or other businesses | Fewer than 5 clients | $3,700,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $41,832,394,631 | 750 | 202 | |
| $3,279,256,426 | 999 | 26 | |
| $1,004,648,408 | 1227 | 14 | |
| $758,200,188 | 2212 | 12 | |
| $715,145,223 | 1945 | 7 |
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