Investment adviser · CRD 17140
COMMERCE BROKERAGE SERVICES, INC
Investment adviser filing (IA)
COMMERCE BROKERAGE SERVICES, INC.
CLAYTON, MO, United States · Form ADV filed Nov 6, 2023
- Regulatory AUM
- $650M Form ADV · Item 5.F
- Client accounts
- 3,570 Accounts, not individual clients
- Employees
- 37 Reported in this filing
- Advisory professionals
- 28 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,467 | $552,428,294 | 84.9% |
| High-net-worth individuals | 76 | $92,638,900 | 14.2% |
| Charities | 9 | $2,699,834 | 0.4% |
| Corporations & businesses | 15 | $2,185,363 | 0.3% |
| Insurance companies | Fewer than 5 | $322,064 | 0.0% |
| Government entities | Fewer than 5 | $88,950 | 0.0% |
Filing source
Form ADV 1787631 · Nov 6, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 6, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
8000 FORSYTH, SUITE 1200 EASTCLAYTON, MO, 63105-1707, United States
CRD 17140
Filing source
Form ADV 1787631 · Nov 6, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.