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COMMONWEALTH CREDIT ADVISORS, LLC

360 S. Rosemary
Suite 1700
West Palm Beach, Florida 33401-6351
Tel: 561-727-2000

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About COMMONWEALTH CREDIT ADVISORS, LLC

COMMONWEALTH CREDIT ADVISORS, LLC, formally registered with the SEC as COMMONWEALTH CREDIT ADVISORS, LLC. The firm was established in 03/05/2021. They have over 3 offices throughout the country.

COMMONWEALTH CREDIT ADVISORS, LLC is a West Palm Beach, Florida based Financial Planning firm with nearly $1,204,678,430 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 111 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#312541
SEC#801-120445
Assets Managed by Firm$1,204,678,430
No. of Clients2
No. of Advisors111

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total2$1,204,678,430

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