Commerce Street Investment Management
Commerce Street Investment Management (CRD# 144278) is a financial advisory firm headquartered in Dallas, TX. They manage $745,146,120 in 70 accounts and serve the financial needs of clients across 15 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management745MILLION
-
Total Number of Accounts70ACCOUNTS
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Average Account Value$10,644,945
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, FL, IL, LA, MA, MS, NE, NH, NJ, NY, OK, TX, WY
Financial Advisors at Commerce Street Investment Management
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