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Montvue Capital Management, Inc.
Lynchburg, Virginia
5.0
1 Review
Montvue Capital Management, Inc., based out of Lynchburg, VA, is a small investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, Montvue Capital Management strives to offer personalized guidance tailored to each client's unique goals and needs.
The firm manages a substantial portfolio, with an average of approximately $49,380,000 in assets under management per investment advisor, aligning closely with the industry average. The compensation structure at Montvue Capital Management encompasses various mo...see more
Assets Under Mgmt
$268.12M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Montvue Capital Management, Inc.
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