Commerce Street Investment ADV

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

126

Total plan assets

$17.8M

Filings (rows)

Direct comp

$3K

Indirect comp

Showing only "COMMERCE STREET INVESTMENT ADV"

View all 7 variants aggregated →

COMMERCE STREET INVESTMENT ADVISOR21 COMMERCE STREET INVESTMENT ADVISORS10 COMMERCE STREET INVESTMENT MANAGEME5 COMMERCE STREET INV ADV DBA COMMERC3 COMMERCE STREET PEAK ADVISORS3 COMMERCE STREET INVESTMENTS2

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southwest Bank Southwest Bank 401(k) Plan · all filings	ODESSA, TX	Other service providers	126	$17.8M	$3K	$0