National Retirement Planning Experts

National Coverage
Local Professionals

HANSEATIC MANAGEMENT SERVICES INC

5600 Wyoming Ne
Suite 220
Albuquerque, New Mexico 87109
Tel: 505-828-2824

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#107110
SEC#801-49508
Assets Managed by Firm$105,900,000
No. of Clients266
No. of Advisors4

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 ClientsAUM
Firm Total266$105,900,000
Individuals (other than high net worth individuals)242$40,300,000
High net worth individuals17$18,500,000
Pension and profit sharing plansFewer than 5 clients$1,400,000
Other investment advisersFewer than 5 clients$42,000,000
Corporations or other businessesFewer than 5 clients$3,700,000

More Retirement Planning firms in Albuquerque, New Mexico:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
THORNBURG INVESTMENT MANAGEMENT INC
2300 North Ridgetop Road
Santa Fe, NM, 87506
$41,832,394,631750202
ULRICH INVESTMENT CONSULTANTS
1805 Rio Grande Boulevard Nw, Suite 1
Albuquerque, NM, 87104
$3,279,256,42699926
REDW WEALTH LLC
8801 Horizon Blvd Ne Suite 401
Albuquerque, NM, 87113
$1,004,648,408122714
JOHN MOORE & ASSOCIATES INC
8220 San Pedro Dr Ne, Suite 310
Albuquerque, NM, 87113
$758,200,188221212
WESTWIND CAPITAL
1800 S. Telshor
Las Cruces, NM, 88011
$715,145,22319457

Explore More Retirement Advisors in Albuquerque, New Mexico