Overview
Assets Under Management: $650 million
Headquarters: CLAYTON, MO
High-Net-Worth Clients: 76
Average Client Assets: $1.2 million
Frequently Asked Questions
COMMERCE BROKERAGE SERVICES, INC 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 #17140), COMMERCE BROKERAGE SERVICES, INC is subject to fiduciary duty under federal law.
COMMERCE BROKERAGE SERVICES, INC is headquartered in CLAYTON, MO.
COMMERCE BROKERAGE SERVICES, INC serves 76 high-net-worth clients according to their SEC filing dated November 06, 2023. View client details ↓
According to their SEC Form ADV, COMMERCE BROKERAGE SERVICES, INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COMMERCE BROKERAGE SERVICES, INC manages $650 million in client assets according to their SEC filing dated November 06, 2023.
According to their SEC Form ADV, COMMERCE BROKERAGE SERVICES, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.24%
Average Client Assets: $1.2 million
Total Client Accounts: 3,570
Non-Discretionary Accounts: 3,570
Regulatory Filings
CRD Number: 17140
Filing ID: 1787631
Last Filing Date: 2023-11-06 17:27:00