Overview
Assets Under Management: $237 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 418
Discretionary Accounts: 412
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 151439
Last Filing Date: 2025-03-05 00:00:00
Website: https://commerceholdingsllc.com