MONTVUE CAPITAL MANAGEMENT, INC. of LYNCHBURG, VA is an SEC-registered investment adviser (CRD 116807). Regulatory assets under management: $357.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Anne M Umbarger | CORPORATE SECRETARY | — |
| Sarah Umbarger Burnett | PRESIDENT | — |
| Lori Hughes Snead | CHIEF COMPLIANCE OFFICER | — |
| SCRUGGS ANNE UMBARGER | ASSISTANT SECRETARY | — |
| BURNETT SARAH UMBARGER | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| UMBARGER ANNE M | ASSISTANT SECRETARY; CORPORATE SECRETARY | — |
| Snead Lori Hughes | CHIEF COMPLIANCE OFFICER | — |
| Anne M. Umbarger | CORPORATE SECRETARY | — |