COMMERCE STREET INVESTMENT ADVISOR

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served10+1 YoYRank #1498 of mapped providers

Assets under administration$366M0.0%Market share · rank #5635

Fees received$297,053Median $14,468/planSum across Schedule C direct + indirect

Net wins YoY-12 won · 3 lostPlan-level switch detection

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