Commerce Street Investment Management

Commerce Street Investment Management (CRD# 144278) is a financial advisory firm headquartered in Dallas, TX. They manage $113,810,867 in 15 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $7,587,391
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CT, FL, IL, LA, NE, NH, NJ, NY, OK, TX

Financial Advisors at Commerce Street Investment Management
Showing 1 - 10 of 24 top financial advisors.
1
Brian Johnson
CRD#: 4721714
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
96
Wealthminder
score

Brian Johnson (CRD# 4721714) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 7 years of experience in the finance industry.

2
Tanner P. Borger
CRD#: 5752672
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Tanner Borger (CRD# 5752672) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 8 years of experience in the finance industry.

3
Bobby D. Boyce
CRD#: 4614782
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Bobby Boyce (CRD# 4614782) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 15 years of experience in the finance industry.

4
Carla J. Brooks
CRD#: 4606569
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Carla Brooks (CRD# 4606569) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 10 years of experience in the finance industry.

5
Richard H. Chafey
CRD#: 1264572
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Richard Chafey (CRD# 1264572) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 9 years of experience in the finance industry.

6
Bobby L. Hashaway
CRD#: 5675925
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Bobby Hashaway (CRD# 5675925) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 7 years of experience in the finance industry.

7
George D. Ingram
CRD#: 1317240
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

George Ingram (CRD# 1317240) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 7 years of experience in the finance industry.

8
George A. Kirchwey
CRD#: 2640734
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

George Kirchwey (CRD# 2640734) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 10 years of experience in the finance industry.

9
Amy S. Martinez
CRD#: 6053269
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Amy Martinez (CRD# 6053269) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 5 years of experience in the finance industry.

10
Gregory L. Mykytyn
CRD#: 2960844
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Gregory Mykytyn (CRD# 2960844) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 11 years of experience in the finance industry.

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