Commerce Investment Advisors, Inc.

RIASEC RegisteredEst. 2001

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$282M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Kansas City, Missouri
CRD number: 104705
Registered since: April 3, 2001
Website: www.commercefinancialadvisors.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Commerce Investment Advisors, Inc. is an SEC-registered institutional registered investment advisor that has been on the books since 2001. The firm operates as a corporation and identifies as a capital allocator serving an exclusively institutional client base. Its advisory focus is portfolio management for investment companies, and it bills clients on a percentage-of-assets-under-management basis. Commerce reports connections to a broker-dealer, holds registration as a municipal advisor, and is affiliated with a banking or thrift institution. The firm does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.