Montvue Capital Management, Inc.
Montvue Capital Management, Inc. (CRD# 116807) is a financial advisory firm headquartered in Lynchburg, VA. They manage $280,004,238 in 442 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management280MILLION
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Total Number of Accounts442ACCOUNTS
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Average Account Value$633,494
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, VA
Sarah Burnett (CRD# 2158306) is an Investment Advisor Representative working at Montvue Capital Management, Inc. in Lynchburg, VA and has over 32 years of experience in the finance industry.
Anne Umbarger (CRD# 3009750) is an Investment Advisor Representative working at Montvue Capital Management, Inc. in Lynchburg, VA and has over 26 years of experience in the finance industry.
Alan Kramer (CRD# 7290125) is an Investment Advisor Representative working at Montvue Capital Management, Inc. in Lynchburg, VA and has over 3 years of experience in the finance industry.