Hanseatic Management Services Inc

RIASEC RegisteredEst. 1995
Total AUM
$174M
Discretionary
$135M
78% of AUM
Avg account
$870K
Accounts
200
Employees
4
Advisory reps
4

Firm details

Headquarters
Albuquerque, New Mexico
CRD number
107110
Registered since
June 27, 1995
Website
hanseaticgroup.com
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Other Investment Advisers39.66%
  • HNWI35.06%
  • Individuals23.56%
  • Pension & Profit Sharing Plans1.15%
  • Corporations / Businesses0.57%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hanseatic Management Services Inc is an independent registered investment adviser that has been SEC-registered since 1995 and is owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management across several client types, including individuals, small businesses, pooled investment vehicles, and other institutions. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. Hanseatic does not position itself as a capital allocator, is not identified as an ESG-focused investor, and is not listed as a multistate or newly formed adviser. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 53%, Exchange Traded Equities 37%, Cash & Cash Equivalents 10%53%
  • Non-Exchange Traded Equities53%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents10%

Owners & executives

3 of 3
  • Amy Stangel

    Amy Stangel

    Chief Compliance OfficerCRD 6014274

  • Brian Stangel

    Brian Stangel

    Founder, Portfolio Manager and CEOCRD 2549536

  • Russell Sanderson

    Russell Sanderson

    CIO and Portfolio ManagerCRD 2191439

Contacts

1 of 1
  • Connor Greenwood

    Connor Greenwood

    Financial AdvisorCRD 7623192

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$62.9M in ETFs

Passive

68%

$42.5M

Active

32%

$20.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH)BlackRockActiveUltrashort Bond$10.2M201,49916.19%
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Location

Primary office

Albuquerque, NM

Bernalillo

Location

Albuquerque, NM

Headquartered in Albuquerque, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
Bernalillo
Address
5600 Wyoming Blvd Ne
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth