Corporate Secretary · Montvue Capital Management, Inc.
Anne M. Umbarger
CRD 3009750 · Named on Form ADV at one SEC-registered adviser
At a glance
Montvue Capital Management, Inc., an SEC-registered wealth manager based in Lynchburg, VA with $357 million in regulatory assets, lists Anne M. Umbarger on its Form ADV as Corporate Secretary, a control person.
Firms and roles
- Montvue Capital Management, Inc.Corporate SecretaryWealth manager · Lynchburg, VA · $357M in regulatory assets
AtlasMembers
Anne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sarah U. BurnettPresident, Montvue Capital Management, Inc.
- Lori H. SneadChief Compliance Officer, Montvue Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.