Overview
Assets Under Management: $321 million
Headquarters: LYNCHBURG, VA
High-Net-Worth Clients: 88
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 481
Discretionary Accounts: 477
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 116807
Last Filing Date: 2025-02-12 00:00:00
Website: https://montvue.com