Commerce Brokerage Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
38
Avg account
$0

Firm details

Headquarters
Clayton, Missouri
CRD number
17140
Registered since
December 27, 1985

Firm profile

FINTRX

Overview

Commerce Brokerage Services, Inc. is a corporate brokerage-style firm that reports operating as a domestic entity with individual ownership. The firm’s reporting characterizes it as unclassified and indicates it does not act as a capital allocator or pension consultant. It is not identified as an active ESG investor and is not designated as a multi-state adviser. The available information points to a brokerage model focused on non‑discretionary relationships rather than discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, Other 1%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%
  • Other1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Clayton, MO

Saint Louis

Location

Clayton, MO

Headquartered in Clayton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
8000 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth