COMMERCE STREET PEAK ADVISORS

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

2,178

Total plan assets

$238.9M

Filings (rows)

Direct comp

$76K

Indirect comp

Showing only "COMMERCE STREET PEAK ADVISORS"

View all 6 variants aggregated →

COMMERCE STREET INVESTMENT ADVISOR18 COMMERCE STREET INVESTMENT ADVISORS8 COMMERCE STREET INV ADV DBA COMMERC3 COMMERCE STREET PEAK ADVISORS3 COMMERCE STREET INVESTMENTS2 COMMERCE STREET INVESTMENT MANAGEME2

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CORNERSTONE CAPITAL BANK, SSB CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN	HOUSTON, TX	Advisor / Consultant	1,693	$110.5M	$16K	$0
INDEPENDENT BANKERS FINANCIAL CORPORATION TIB EMPLOYEE SAVINGS PLAN	FARMERS BRANCH, TX	Advisor / Consultant