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Anne M. Umbarger

MONTVUE CAPITAL MANAGEMENT, INC.·LYNCHBURG, Virginia
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900 MAIN STREET, LYNCHBURG, VA 24504CRD# 3009750Firm CRD# 116807
01

About

Anne M. Umbarger is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with MONTVUE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONTVUE CAPITAL MANAGEMENT, INC.
MONTVUE CAPITAL MANAGEMENT, INC.
AUM
$280M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MONTVUE CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3009750
Firm CRD# 116807
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
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