MONTVUE CAPITAL MANAGEMENT, INC.
Tel: 434-455-2795 900 Main Street Lynchburg, Virginia 24504
About MONTVUE CAPITAL MANAGEMENT, INC.
MONTVUE CAPITAL MANAGEMENT, INC. is a Lynchburg, Virginia based financial advisory firm with nearly $321,228,418 in assets under management and provides investment advisory services for 481 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
116807
Firm SEC#:
801-101504
Assets Under Management:
$321,228,418
No. of Clients:
481
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
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