Alan Zane Kramer
Investment adviser representative at Montvue Capital Management, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$357.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Montvue Capital Management, Inc.Sep 2019 to now
- Prestige Consumer HealthcareJul 2017 to Sep 2019
- Liberty University OnlineJan 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
Montvue Capital Management, Inc.
$357.2MAssets managed
196Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7290125
- Firm CRD
- 116807