Commerce Street Investment Management

Commerce Street Investment Management (CRD# 144278) is a financial advisory firm headquartered in Dallas, TX. They manage $102,359,344 in 7 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $14,622,763
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, IL, LA, NE, NH, NY, OK, TX

Financial Advisors at Commerce Street Investment Management
Showing 1 - 10 of 15 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 5 years of experience in the finance industry.

2
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 13 years of experience in the finance industry.

3
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 9 years of experience in the finance industry.

4
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 7 years of experience in the finance industry.

5
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 5 years of experience in the finance industry.

6
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 9 years of experience in the finance industry.

7
Michael R. Point
CRD#: 2804393
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Michael Point (CRD# 2804393) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 19 years of experience in the finance industry.

8
Mark R. Ruh
CRD#: 3249945
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Mark Ruh (CRD# 3249945) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 17 years of experience in the finance industry.

9
Dory A. Wiley
CRD#: 2034240
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
93
Wealthminder
score

Dory Wiley (CRD# 2034240) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 26 years of experience in the finance industry.

10
Amy S. Jenkins
CRD#: 6053269
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
90
Wealthminder
score

Amy Jenkins (CRD# 6053269) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 4 years of experience in the finance industry.

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