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Hanseatic Management Services Inc

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Client assets under management

$102,000,000

Clients

216

35% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

72

High

Average account size

$472,222

About

Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to a mix of individual and institutional clients. Its client base includes individual and high-net-worth clients as well as institutional investors such as large public pension funds, union funds, corporate funds, family offices and registered investment advisory firms.

The firm relies on a proprietary, quantitative investment process that produces a Q Score for each security to drive buy/sell decisions and portfolio construction across equities, fixed income, real estate, precious metals and cash equivalents. Hanseatic delivers strategies on both discretionary and non‑discretionary bases, supplies model portfolios to third‑party platforms, and reviews positions daily with a long‑standing investment team that has worked together for over 30 years.

What distinguishes Hanseatic from many peers is its role as a sub‑advisor and model provider to other RIAs and its engagement with wrap‑fee programs and pooled vehicles, in addition to separately managed accounts. The firm also publishes hypothetical and other performance results tied to its quantitative model and separately reports modest assets under advisement alongside its roughly $174 million in regulatory AUM.

Client services

Financial planning Portfolio management Model portfolio provider

Expertise

Passive / index investing Wealth management Real estate investing Cash flow / budgeting Debt management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Single issue planning base fee $500; comprehensive planning base fee $3,000; annual retainer base fee $8,000

Percentage

$1,000,000 - $5,000,000: Institutional Clients - Domestic Equity: 1.00% Large Cap, All Cap Growth, Targeted Risk/Dynamic Cash, AC Tax Efficient $5,000,000 - $10,000,000: Institutional Clients - Domestic Equity: 0.60% Large Cap, 0.65% All Cap Growth, 0.60% Targeted Risk/Dynamic Cash, 0.85% AC Tax Efficient $10,000,000 - $25,000,000: Institutional Clients - Domestic Equity: 0.55% Large Cap, 0.60% All Cap Growth, 0.55% Targeted Risk/Dynamic Cash, 0.80% AC Tax Efficient $25,000,000 - $50,000,000: Institutional Clients - Domestic Equity: 0.50% Large Cap, 0.55% All Cap Growth, 0.50% Targeted Risk/Dynamic Cash, 0.75% AC Tax Efficient >$50,000,000+: Institutional Clients - Domestic Equity: 0.45% Large Cap, 0.50% All Cap Growth, 0.45% Targeted Risk/Dynamic Cash, 0.70% AC Tax Efficient $0+: Individual Clients – All Products: 1.50% Sub-Advised, 1.95% Wrap Fee $0 - $50,000,000: Model Portfolio Services: 0.50% $50,000,000 - $150,000,000: Model Portfolio Services: 0.40% >$150,000,000+: Model Portfolio Services: 0.30% $0 - $2,500,000: Investment Advice Services: 0.75% $2,500,000 - $5,000,000: Investment Advice Services: 0.65% >$5,000,000+: Investment Advice Services: 0.50%

Project-based

$400/hour for services outside scope of contracted services

Subscriptions

Annual retainer fee of $8,000 paid quarterly (ongoing comprehensive financial planning)

Other

Account minimum: $100,000 for individual clients; $1,000,000 for institutional clients; $10,000,000 for model portfolio services (smaller amounts may be accepted on a client-by-client basis) Fee-only: Single issue financial planning option: base fee $500 (varies by complexity); comprehensive planning base fee $3,000 (varies by complexity); annual retainer base fee $8,000 (paid quarterly); hourly fee $400/hour for services outside scope

Main office location

Hanseatic Management Services Inc

5600 Wyoming Ne, Suite 220

Albuquerque NM 87109, United States

Number of offices

1

Most active in

More info

Arizona · California · Colorado · New Mexico · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 505-828-2824

Advisors at this firm

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Brian S

Series 65

Albuquerque, NM

Hanseatic Management Services Inc

Brian Stangel is a financial advisor at Hanseatic Management Services Inc. in Albuquerque, NM, holding a Series 65 designation with 13 years of industry experience. He has been with Hanseatic Management Services since 1995, including the firm's current structure since 2023. Hanseatic Management Services provides investment management, model portfolios, financial planning, and advisory services to individuals, family offices, small businesses, and institutional clients. The firm uses a proprietary quantitative process to construct diversified, dynamically managed portfolios and also serves other registered investment advisers through sub-advisory arrangements.

Passive / index investing Wealth management Real estate investing Cash flow / budgeting Debt management Executive Founder/Business Owner
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Connor G

Series 63, Series 65

Albuquerque, NM

Hanseatic Management Services Inc

Connor Greenwood is a financial advisor at Hanseatic Management Services Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Hanseatic, he worked at J. P. Morgan Securities LLC and JPMorgan Chase Bank N. A. from 2022 to 2024. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual clients, family offices, small businesses, and institutional clients. The firm uses a proprietary quantitative process to construct diversified, dynamically managed portfolios and serves other advisers through sub-advisory and model portfolio services.

Passive / index investing Wealth management Real estate investing Cash flow / budgeting Debt management Executive Founder/Business Owner
user avatar

Amy S

CFP®, Series 65

Albuquerque, NM

Hanseatic Management Services Inc

Amy Stangel is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Hanseatic Management Services Inc since 2012. Outside of her advisory role, she is the sole proprietor of ABQSportfishing, an outdoor recreation business in Albuquerque, NM. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual clients, family offices, small businesses, and institutional clients. The firm uses a proprietary quantitative process to construct diversified, dynamically managed portfolios and serves other investment advisers through sub-advisory and model provider arrangements.

Passive / index investing Wealth management Real estate investing Cash flow / budgeting Debt management Executive Founder/Business Owner
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