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Anne M. Umbarger

MONTVUE CAPITAL MANAGEMENT, INC.·LYNCHBURG, Virginia
Series 65Clean record27 years registeredMONTVUE CAPITAL MANAGEMENT, INC.
900 MAIN STREET, LYNCHBURG, VA 24504CRD# 3009750Firm CRD# 116807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anne M. Umbarger · LYNCHBURG, VA
Registration
CRD #3009750 · MONTVUE CAPITAL MANAGEMENT, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

MONTVUE CAPITAL MANAGEMENT, INC.
Mar 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 19, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONTVUE CAPITAL MANAGEMENT, INC.
CRD 116807 · SEC 801-101504
AUM
$280M
Regulatory assets under management
Employees
6
442 client accounts
Services offered by MONTVUE CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MONTVUE CAPITAL MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Anne M. Umbarger offer?
Anne M. Umbarger specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Anne M. Umbarger's credentials?
Anne M. Umbarger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne M. Umbarger located?
Anne M. Umbarger is based in LYNCHBURG, Virginia, working with MONTVUE CAPITAL MANAGEMENT, INC.. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does Anne M. Umbarger charge for services?
Anne M. Umbarger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTVUE CAPITAL MANAGEMENT, INC.?
MONTVUE CAPITAL MANAGEMENT, INC. has approximately 6 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Sarah Umbarger Burnett
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