Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > missouri > town and country > MONTVUE CAPITAL MANAGEMENT, INC.
MONTVUE CAPITAL MANAGEMENT, INC.
900 Main Street
Lynchburg, Virginia 24504
Tel: 434-455-2795
About MONTVUE CAPITAL MANAGEMENT, INC.
MONTVUE CAPITAL MANAGEMENT, INC, formally registered with the SEC as MONTVUE CAPITAL MANAGEMENT, INC. The firm was established in 07/16/2015. They have over 1 offices throughout the country.
MONTVUE CAPITAL MANAGEMENT, INC. is a Lynchburg, Virginia based Financial Planning firm with nearly $321,228,418 assets under management, offering retirement planning & investment advisory services to 481 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116807 |
| SEC# | 801-101504 |
| Assets Managed by Firm | $321,228,418 |
| No. of Clients | 481 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 481 | $321,228,418 |
| Individuals (other than high net worth individuals) | 103 | $30,415,246 |
| High net worth individuals | 88 | $289,126,635 |
| Charitable organizations | 3 | $1,063,122 |
| Corporations or other businesses | 1 | $623,415 |
More Retirement Planning firms in Lynchburg, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $824,988,034,503 | 5086856 | 29003 | |
| $558,464,518,060 | 1352052 | 19871 | |
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 |
Explore More Retirement Advisors in Lynchburg, Virginia