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COMMERCE STREET INVESTMENT MANAGEMENT
Tel: 214-545-6800
1445 Ross Avenue, Suite 2700 Dallas, Texas 75202
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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