MONTVUE CAPITAL MANAGEMENT, INC.

LYNCHBURG, Virginia·3 registered advisors·CRD# 116807
SEC# 801-1015040434-455-2795
01

Firm Overview

AUM
$280M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MONTVUE CAPITAL MANAGEMENT, INC.

3 registered advisors
Anne M. Umbarger
LYNCHBURG, Virginia
Lori Hughes Snead
LYNCHBURG, Virginia
Sarah Umbarger Burnett
LYNCHBURG, Virginia
05

Office Locations

LYNCHBURG, Virginia
3 advisors

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Data sourced from SEC Form ADV filings. MONTVUE CAPITAL MANAGEMENT, INC. (CRD# 116807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.