Overview
Assets Under Management: $237 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Frequently Asked Questions
COMMERCE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151439), COMMERCE ADVISORS, LLC is subject to fiduciary duty under federal law.
COMMERCE ADVISORS, LLC is headquartered in MEMPHIS, TN.
COMMERCE ADVISORS, LLC serves 60 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, COMMERCE ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
COMMERCE ADVISORS, LLC manages $237 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, COMMERCE ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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