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Hanseatic Management Services Inc
Albuquerque, New Mexico
Hanseatic Management Services Inc, based out of Albuquerque, NM, is a small investment advisory firm that caters to over 100 individual clients, overseeing a substantial $106,000,000 in assets under management. With a strong emphasis on discretion, the firm manages all of its clients' assets on a discretionary basis, ensuring flexibility and tailored strategies to meet their unique investment goals.
While the majority of their assets under management come from non-employer sources such as 401K and individual accounts, Hanseatic Management Services Inc possesses the capability to efficiently manage employer funds. This comprehensi...see more
Assets Under Mgmt
$106M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- 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
Reviews for Hanseatic Management Services Inc
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