Unclaimed Profile

Melinda Anne Lilly

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

Clean recordSUMMITTX CAPITAL, L.P.

201 MAIN STREET, FORT WORTH, TX 76102CRD# 4197870Firm CRD# 333741

Profile Verification

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

Identity

Melinda Anne Lilly · FORT WORTH, TX

Registration

CRD #4197870 · SUMMITTX CAPITAL, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

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# 4197870

Firm CRD# 333741

View on FINRA BrokerCheck →

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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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