Commerce Asset Management, LLC

Commerce Asset Management, LLC (CRD# 159561) is a financial advisory firm headquartered in Memphis, TN. They manage $57,536,602 in 5 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $11,507,320
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, LA, NC, NY, TN, TX

Financial Advisors at Commerce Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kurt A. Voldeng
CRD#: 2099561
5050 Poplar Avenue, Suite 2020, Memphis, TN 38157
93
Wealthminder
score

Kurt Voldeng (CRD# 2099561) is an Investment Advisor Representative working at Commerce Asset Management, LLC in Memphis, TN and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.