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HANSEATIC MANAGEMENT SERVICES INC
5600 Wyoming Ne
Suite 220
Albuquerque, New Mexico 87109
Tel: 505-828-2824
About HANSEATIC MANAGEMENT SERVICES INC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIO PROVIDER)
Firm Client Information
| 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 |
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