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

More Retirement Planning firms in Memphis, Tennessee:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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