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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