Unclaimed Profile

Caroline Ann Cooley

SUMMITTX CAPITAL, L.P.·FORT WORTH, Texas

Clean recordSUMMITTX CAPITAL, L.P.

201 MAIN STREET, FORT WORTH, TX 76102CRD# 2944322Firm CRD# 333741

Profile Verification

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

Identity

Caroline Ann Cooley · FORT WORTH, TX

Registration

CRD #2944322 · SUMMITTX CAPITAL, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Caroline Ann Cooley is a registered financial advisor based in FORT WORTH, Texas, affiliated with SUMMITTX CAPITAL, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SUMMITTX CAPITAL, L.P.

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUMMITTX CAPITAL, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2944322

Firm CRD# 333741

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Caroline Ann Cooley offer?

Caroline Ann Cooley specializes in Retirement Planning. Contact their office in FORT WORTH, Texas for a consultation.

What are Caroline Ann Cooley's credentials?

Caroline Ann Cooley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Caroline Ann Cooley located?

Caroline Ann Cooley is based in FORT WORTH, Texas, working with SUMMITTX CAPITAL, L.P.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Caroline Ann Cooley charge for services?

Caroline Ann Cooley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMITTX CAPITAL, L.P.?

SUMMITTX CAPITAL, L.P. has approximately 59 employees. The firm is registered with the SEC as an investment adviser.

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