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Emily Ann Messegee

SUMMIT WEALTH ADVISORS, INC.·FRISCO, Colorado
Unclaimed Profile
610 MAIN STREET, SUITE 15, FRISCO, CO 80443CRD# 5381577Firm CRD# 288746
01

About

Emily Ann Messegee is a registered financial advisor based in FRISCO, Colorado, affiliated with SUMMIT WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT WEALTH ADVISORS, INC.
SUMMIT WEALTH ADVISORS, INC.
AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SUMMIT WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5381577
Firm CRD# 288746
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Emily Ann Messegee offer?
Emily Ann Messegee specializes in Financial Planning, Investment Management. Contact their office in FRISCO, Colorado for a consultation.
What are Emily Ann Messegee's credentials?
Emily Ann Messegee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily Ann Messegee located?
Emily Ann Messegee is based in FRISCO, Colorado, working with SUMMIT WEALTH ADVISORS, INC.. Their office serves clients in the FRISCO metropolitan area and surrounding communities.
How does Emily Ann Messegee charge for services?
Emily Ann Messegee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT WEALTH ADVISORS, INC.?
SUMMIT WEALTH ADVISORS, INC. has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FRISCO
Robert Fred Lau — SUMMIT WEALTH ADVISORS, INC.
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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