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Hanseatic Management Services INC

Hanseatic Management Services INC. CRD 107110

Hanseatic Management Services INC logo

CRD: 107110

Hanseatic Management Services INC

$174.0M Total AUM
$135.0M Disc. AUM
-- 3Y CAGR
4 Employees
217 ADV. Clients
31 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail and Institutional
Platforms
Available
Established Date
06-27-1995
Office Locations
1

Office Locations

5600 Wyoming NE Suite 220 Albuquerque NM

About Hanseatic Management Services INC

Hanseatic Management Services is a fiduciary RIA providing discretionary portfolio management for individual accounts, retirement plan reviews, and financial planning/coaching tailored to each client’s risk score with transparent, no-hidden-fee pricing. The firm brings institutional experience—over 25 years serving large U.S. pension plans—and uses diversified allocations that include ETFs, with custody through Interactive Brokers.

Team overview

52 AVG AGE
$43.5M AVG AUM / ADVISOR
$801.8K AVG AUM / CLIENT
7.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
3 RIA Reps
31yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Services

Available

Technology

Available

Owner & Executives

RUSSELL TODD SANDERSON

RUSSELL TODD SANDERSON

Chairman, Chief Executive Officer, Chief Investment Officer

CRD
--
Ownership
25% but less than 50%
Available
Available
Available
BRIAN RICHARD STANGEL

BRIAN RICHARD STANGEL

Chief Executive Officer, Portfolio Manager, President

CRD
#2549536
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

C

Connor Greenwood

Financial Advisor

CRD
#7623192
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
12-11-2023
03-30-2024
03-31-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $135,000,000 $681,818
Non-Discretionary $39,000,000 $19,500,000
Total $174,000,000 $870,000

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - OTC:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - OTC Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available

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