Gregory
Mykytyn

Commerce Street Investment Management

CRD#2960844
Investment Advisor
in Dallas, TX

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About this Advisor

Gregory Mykytyn is a financial advisor based in Dallas, Texas, working with Commerce Street Investment Management. Gregory has previously held positions at Commerce Street Capital LLC, Americas 401K Inc, and Commerce Street Investment Management. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Gregory is part of Commerce Street Investment Management, which operates out of Dallas, Texas. The firm has 16 employees and manages assets totaling $745.1 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Commerce Street Investment Management includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1445 Ross Avenue, Suite 2700
Dallas, TX 75202

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Commerce Street Investment Management Brokerage Details

Total Assets Under Management

$745,146,120

TX Average: $3,042,739,679
Total Number of Employees

16

TX Average: 49
Total Number of Accounts

70

TX Average: 2,315
Average Account Size

$10,644,945

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Gregory Mykytyn Work History

2016 - Present (8 years)

Commerce Street Capital LLC

2016 - Present (8 years)

Commerce Street Investment Management

2015 - 2016 (1 year)

Americas 401K Inc

Disclosures

Please visit the SEC profile of Gregory Mykytyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commerce Street Investment Management

Gregory Mykytyn
Dallas, TX
Benjamin Deweese
Dallas, TX
Theresa Stevens
Dallas, TX
Richard Chafey
Dallas, TX
Amy Martinez
Dallas, TX
Alexander Brown
Dallas, TX
Luther Meythaler
Dallas, TX
Matthew Denbleyker
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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