Anne
Umbarger
Montvue Capital Management, Inc
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About this Advisor
Anne Umbarger is a financial advisor based in Lynchburg, Virginia, working with Montvue Capital Management, Inc. Anne has previously held a position at Montvue Capital Management, Inc. Anne has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Virginia. Currently, Anne is part of Montvue Capital Management, Inc, which operates out of Lynchburg, Virginia. The firm has 6 employees and manages assets totaling $280.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Montvue Capital Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Office Location
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Montvue Capital Management, Inc Brokerage Details
$280,004,238
6
442
$633,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Anne Umbarger Work History
Montvue Capital Management, Inc
Disclosures
Please visit the SEC profile of Anne Umbarger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Montvue Capital Management, Inc
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
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