Firm profile

HANSEATIC MANAGEMENT SERVICES INC

ALBUQUERQUE, NMCRD 107110Latest ADV March 12, 2026

Hanseatic Management Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated March 12, 2026, reports $174M in regulatory assets under management, 4 employees, and 200 accounts.

Assets Under Management
$174M
Employees
4
Offices
--
Total Clients
216
Primary office
ALBUQUERQUE, NM
5600 WYOMING NE, SUITE 220, ALBUQUERQUE, NM, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOBrian R. Stangel
CCOAmy M. Stangel

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.8% of total clients.
Top client categories% of clientsClients
1
Individuals
64.8%
140
2
HNWI
35.2%
76
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$174Mas of March 12, 2026
Discretionary77.6%
$135M
78% of total RAUM77.6%
Non-discretionary22.4%
$39M
22% of total RAUM22.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$174M
Total Accounts200
10Y AUM Change$-23M (-11.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee54:1
10Y Employee Change-1 (-20.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.