Overview
Assets Under Management: $174 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 76
Average Client Assets: $0.8 million
Frequently Asked Questions
HANSEATIC MANAGEMENT SERVICES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107110), HANSEATIC MANAGEMENT SERVICES INC is subject to fiduciary duty under federal law.
HANSEATIC MANAGEMENT SERVICES INC is headquartered in ALBUQUERQUE, NM.
HANSEATIC MANAGEMENT SERVICES INC serves 76 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, HANSEATIC MANAGEMENT SERVICES INC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HANSEATIC MANAGEMENT SERVICES INC manages $174 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, HANSEATIC MANAGEMENT SERVICES INC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.06%
Average Client Assets: $0.8 million
Total Client Accounts: 200
Discretionary Accounts: 198
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 107110
Filing ID: 2070141
Last Filing Date: 2026-03-12 13:34:28