|
⚲
|
| Commerce Advisors LLC
✚
| |
|---|---|
| CRD # | 151439 |
| SEC # | 801-70577 |
| CIK # | |
| AUM | $227.5 MM (2024-03-08) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 901-260-6050 |
| Address | 5050 Poplar Avenue Memphis, TN 38157 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 17.6 |
| (b) Individuals (high net worth individuals) | 55 | 194.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.0 |
| (h) Charitable organizations | 2 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 418 | 227.5 |
| By Discretionary | ||
| Discretionary | 412 | 214.5 |
| Non-Discretionary | 6 | 12.9 |
| Total | 418 | 227.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.5 | |
| Total | 418 | 227.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ekanta Wealth Advisors LLC
✚
|
FL | 0.2 |
|
Gator Capital Management LLC
✚
|
FL | 0.2 |
|
WestEnd Capital Management LLC
✚
|
CA | 0.2 |
|
Game Creek Capital LP
✚
|
MA | 0.2 |
|
Unimar Financial Services LLC
✚
|
FL | 0.2 |
|
Black Toro LLC
✚
|
FL | 0.2 |
|
16th Amendment Advisors LLC
✚
|
NY | 0.2 |
|
Shaker Investments LLC
✚
|
OH | 0.2 |
|
Investment Partners Asset Management
✚
|
NJ | 0.2 |
|
Rhicon Currency Management PTE Ltd
✚
|
0.2 |