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Montvue Capital Management, Inc.

Headquartered in LYNCHBURG, VA

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Firm Information

Montvue Capital Management, Inc. is an investment advisor registered with the SEC. Headquartered in LYNCHBURG, VA, the firm manages approximately $321,228,418 in assets for a total of 481 accounts. They offer financial planning and portfolio management for individuals, and serve a variety of clients including individuals, corporations, and charitable organizations.

Montvue Capital Management, Inc.

900 MAIN STREET

LYNCHBURG, VA 24504

$321.23M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MONTVUE CAPITAL MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

LYNCHBURG, VA

Advisors at Montvue Capital Management, Inc.

View All 3 Advisors
Unclaimed
Sarah Umbarger Burnett

RA

LYNCHBURG, VA

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Unclaimed
Anne M. Umbarger

RA

LYNCHBURG, VA

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Unclaimed
Christopher Shane Blackwell

RA

LYNCHBURG, VA

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Unclaimed
Alan Zane Kramer

RA

LYNCHBURG, VA

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Disclosures

There are no public disclosures for Montvue Capital Management, Inc..

Frequently Asked Questions (8)

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