Unclaimed Profile

Sarah Coxe Lange

PENTEGRA INVESTORS, INC.·WHITE PLAINS, New York

Clean recordPENTEGRA INVESTORS, INC.

108 CORPORATE PARK DRIVE, WHITE PLAINS, NY 10604-3805CRD# 4333316Firm CRD# 111503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Coxe Lange · WHITE PLAINS, NY

Registration

CRD #4333316 · PENTEGRA INVESTORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sarah Coxe Lange is a registered financial advisor based in WHITE PLAINS, New York, affiliated with PENTEGRA INVESTORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PENTEGRA INVESTORS, INC.

AUM

$5.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENTEGRA INVESTORS, INC. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4333316

Firm CRD# 111503

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah Coxe Lange offer?

Sarah Coxe Lange specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.

What are Sarah Coxe Lange's credentials?

Sarah Coxe Lange is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Coxe Lange located?

Sarah Coxe Lange is based in WHITE PLAINS, New York, working with PENTEGRA INVESTORS, INC.. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.

How does Sarah Coxe Lange charge for services?

Sarah Coxe Lange's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENTEGRA INVESTORS, INC.?

PENTEGRA INVESTORS, INC. has approximately 14 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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