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Home > Retirement Planners > tennessee > memphis > COMMERCE ADVISORS, LLC
COMMERCE ADVISORS, LLC
5050 Poplar Avenue
Suite 2020
Memphis, Tennessee 38157
Tel: 901-260-6050
About COMMERCE ADVISORS, LLC
COMMERCE ADVISORS, LLC, formally registered with the SEC as COMMERCE ADVISORS, LLC. The firm was established in 09/17/2009. They have over 1 offices throughout the country.
COMMERCE ADVISORS, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $236,562,702 assets under management, offering retirement planning & investment advisory services to 418 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151439 |
| SEC# | 801-70577 |
| Assets Managed by Firm | $236,562,702 |
| No. of Clients | 418 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 418 | $236,562,702 |
| Individuals (other than high net worth individuals) | 68 | $16,814,189 |
| High net worth individuals | 60 | $200,082,932 |
| Pension and profit sharing plans | 2 | $8,637,694 |
| Charitable organizations | 2 | $9,678,549 |
| Corporations or other businesses | 1 | $1,349,338 |
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