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COMMERCE STREET INVESTMENT MANAGEMENT
1445 Ross Avenue, Suite 2700
Dallas, Texas 75202
Tel: 214-545-6800
About COMMERCE STREET INVESTMENT MANAGEMENT
COMMERCE STREET INVESTMENT MANAGEMENT, formally registered with the SEC as COMMERCE STREET INVESTMENT MANAGEMENT. The firm was established in 01/22/2008. They have over 1 offices throughout the country.
COMMERCE STREET INVESTMENT MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $745,146,120 assets under management, offering retirement planning & investment advisory services to 70 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144278 |
| SEC# | 801-68792 |
| Assets Managed by Firm | $745,146,120 |
| No. of Clients | 70 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (% OF ASSETS ON COMMITTED CAPITAL, % OF CLIENT INVESTABLE ASSETS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 70 | $745,146,120 |
| High net worth individuals | Fewer than 5 clients | $1,392,322 |
| Pension and profit sharing plans | 58 | $531,008,908 |
| Charitable organizations | 6 | $136,908,298 |
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