Commerce Advisors, LLC

EST. AUM
$337,851,115

CONTACTS
6

CLIENT ACCOUNTS
438

Firm Details

Metro area Memphis
CRD Number 151439
Website commerceadvisorsllc.com
Client types

Overview

The focal point of their business model is the client. As the client's goals and needs change, their wheel, their process, continues to turn, with them constantly asking the question, What if, and providing the most effective answer. This is the process they use for every relationship. It is not stagnant. It is perpetual. As they finish one step, they immediately begin working on the next. Even after they have completed the cycle, they begin again, always monitoring, searching, and discovering alternatives to optimize the client's financial approach. At every step, they communicate with the client, making sure the client understands exactly what their options are.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Commerce Advisors, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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