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Building 2MONTVUE CAPITAL MANAGEMENT, INC.

Map pinLYNCHBURG, VA
Phone434-455-2795
NotebookSEC #801-101504
Total AUM
$357.2M
Employees
5
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 MAIN STREET
LYNCHBURG
VA 24504
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
434-455-2795

ReceiptFinancials

Total AUM
$357.2M
Accounts
497
Discretionary
$355.5M
Accounts
493
Non-Discretionary
$1.7M
Accounts
4

ContactClients

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Individual Clients
106
AUM
$40.5M
HNW Individual Clients
86
AUM
$315M
Charitable Organization Clients
3
AUM
$1.1M
Corporation or Business Clients
1
AUM
$646.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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