Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne M. Umbarger is an Investment Advisor Representative with Montvue Capital Management, Inc. located in Lynchburg, Virginia. Anne has been registered with the state of Virginia since March 1999 and has been registered with North Carolina since March 2012. Anne holds the Series 65 license. Anne has been with Montvue Capital Management, Inc. since March 1999. Montvue Capital Management, Inc. primarily focuses on providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
03/19/1999 - Present
Montvue Capital Management, Inc. (LYNCHBURG VA)
IA
Issued 01/30/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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