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Melinda Anne Lilly

SUMMITTX CAPITAL, L.P.·FORT WORTH, Texas
Unclaimed Profile
201 MAIN STREET, FORT WORTH, TX 76102CRD# 4197870Firm CRD# 333741
01

About

Melinda Anne Lilly 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SUMMITTX CAPITAL, L.P.
SUMMITTX CAPITAL, L.P.
AUM
—
Regulatory assets under management
Employees
59
Total firm employees
View all advisors at SUMMITTX CAPITAL, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4197870
Firm CRD# 333741
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melinda Anne Lilly offer?
Melinda Anne Lilly specializes in Retirement Planning. Contact their office in FORT WORTH, Texas for a consultation.
What are Melinda Anne Lilly's credentials?
Melinda Anne Lilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melinda Anne Lilly located?
Melinda Anne Lilly 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 Melinda Anne Lilly charge for services?
Melinda Anne Lilly'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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
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Research
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