SU
Sarah Umbarger Burnett
CRD 2158306
Firms
| Firm | Role | As of |
|---|---|---|
| Montvue Capital Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Montvue Capital Management, Inc.
President · 50% – 75% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗