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COMMERCE STREET INVESTMENT MANAGEMENT

Tel: 214-545-6800
1445 Ross Avenue, Suite 2700
Dallas, Texas  75202

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COMMERCE STREET INVESTMENT MANAGEMENT

COMMERCE STREET INVESTMENT MANAGEMENT is a Dallas, Texas based financial advisory firm with nearly $745,146,120 in assets under management and provides investment advisory services for 70 clients. There are currently 16 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based, Other (% OF ASSETS ON COMMITTED CAPITAL, % OF CLIENT INVESTABLE ASSET

Firm CRD#:

144278

SEC#:

801-68792

No. of Clients:

70

Assets under Management

$745,146,120

No. of Advisors:

16

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