Montvue Capital Management, Inc.

Montvue Capital Management, Inc. (CRD# 116807) is a financial advisory firm headquartered in Lynchburg, VA. They manage $125,510,000 in 143 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $877,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, TX, VA

Financial Advisors at Montvue Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Sarah U. Burnett
CRD#: 2158306
3708 Old Forest Road, Lynchburg, VA 24501
93
Wealthminder
score

Sarah Burnett (CRD# 2158306) 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.

2
Anne U. Scruggs
CRD#: 3009750
3708 Old Forest Road, Lynchburg, VA 24501
93
Wealthminder
score

Anne Scruggs (CRD# 3009750) is an Investment Advisor Representative working at Montvue Capital Management, Inc. in Lynchburg, VA and has over 20 years of experience in the finance industry.

3
Andrew J. Neiderer
CRD#: 6275351
3708 Old Forest Road, Lynchburg, VA 24501
91
Wealthminder
score

Andrew Neiderer (CRD# 6275351) is an Investment Advisor Representative working at Montvue Capital Management, Inc. in Lynchburg, VA and has 1 year of experience in the finance industry. Andrew Neiderer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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