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Home > Retirement Planners > virginia > lynchburg > 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 |
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|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
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| $26,988,658,396 | 84 | 99 | |
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