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Building 2COMMERCE ADVISORS, LLC

Map pinMEMPHIS, TN
Phone901-260-6050
NotebookSEC #801-70577
Total AUM
$337.9M
Employees
6
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5050 POPLAR AVENUE
SUITE 2020
MEMPHIS
TN 38157
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
901-260-6050

ReceiptFinancials

Total AUM
$337.9M
Accounts
438
Discretionary
$323.3M
Accounts
433
Non-Discretionary
$14.5M
Accounts
5

ContactClients

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Individual Clients
74
AUM
$20.4M
HNW Individual Clients
59
AUM
$226.4M
Pension/Profit Sharing Plan Clients
2
AUM
$9.4M
Charitable Organization Clients
5
AUM
$11.6M
Corporation or Business Clients
3
AUM
$70M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMSTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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