Unclaimed Profile

Timothy Michael Melly

PERSIMMON CAPITAL MANAGEMENT LP·BLUE BELL, Pennsylvania

Clean recordPERSIMMON CAPITAL MANAGEMENT LP

1777 SENTRY PARKWAY WEST, BLUE BELL, PA 19422CRD# 4976825Firm CRD# 108107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Michael Melly · BLUE BELL, PA

Registration

CRD #4976825 · PERSIMMON CAPITAL MANAGEMENT LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Michael Melly is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with PERSIMMON CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PERSIMMON CAPITAL MANAGEMENT LP

AUM

$263M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PERSIMMON CAPITAL MANAGEMENT LP →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4976825

Firm CRD# 108107

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Michael Melly offer?

Timothy Michael Melly specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are Timothy Michael Melly's credentials?

Timothy Michael Melly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Michael Melly located?

Timothy Michael Melly is based in BLUE BELL, Pennsylvania, working with PERSIMMON CAPITAL MANAGEMENT LP. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does Timothy Michael Melly charge for services?

Timothy Michael Melly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERSIMMON CAPITAL MANAGEMENT LP?

PERSIMMON CAPITAL MANAGEMENT LP has approximately 4 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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