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Sarah Umbarger Burnett

MONTVUE CAPITAL MANAGEMENT, INC.·LYNCHBURG, Virginia
Clean recordMONTVUE CAPITAL MANAGEMENT, INC.
900 MAIN STREET, LYNCHBURG, VA 24504CRD# 2158306Firm CRD# 116807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Umbarger Burnett · LYNCHBURG, VA
Registration
CRD #2158306 · MONTVUE CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sarah Umbarger Burnett 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
Introduction

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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# 2158306
Firm CRD# 116807
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Umbarger Burnett offer?
Sarah Umbarger Burnett specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Sarah Umbarger Burnett's credentials?
Sarah Umbarger Burnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Umbarger Burnett located?
Sarah Umbarger Burnett 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 Sarah Umbarger Burnett charge for services?
Sarah Umbarger Burnett'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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Other Advisors at MONTVUE CAPITAL MANAGEMENT, INC.

Anne M. Umbarger
LYNCHBURG, VA
Lori Hughes Snead
LYNCHBURG, VA

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