Chief Compliance Officer · Montvue Capital Management, Inc.
Lori H. Snead
CRD 7692627 · 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 Lori H. Snead on its Form ADV as Chief Compliance Officer.
Firms and roles
- Montvue Capital Management, Inc.Chief Compliance OfficerWealth manager · Lynchburg, VA · $357M in regulatory assets
AtlasMembers
Lori’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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Colleagues named on the same filings
- Anne M. UmbargerCorporate Secretary, Montvue Capital Management, Inc.
- Sarah U. BurnettPresident, 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 Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.