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Building 2HANSEATIC MANAGEMENT SERVICES INC

Map pinALBUQUERQUE, NM
Phone505-828-2824
NotebookSEC #801-49508
Total AUM
$174M
Employees
4
Clients
219

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5600 WYOMING NE
SUITE 220
ALBUQUERQUE
NM 87109
United States
Operating Hours
7AM-4PM
Monday - Friday
Phone
505-828-2824

ReceiptFinancials

Total AUM
$174M
Accounts
200
Discretionary
$135M
Accounts
198
Non-Discretionary
$39M
Accounts
2

ContactClients

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Individual Clients
140
AUM
$41M
HNW Individual Clients
76
AUM
$61M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Investment Advisor Clients
1
AUM
$69M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIO PROVIDER
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONMTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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