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PENTEGRA INVESTORS, INC.
PENTEGRA INVESTORS, INC.
WHITE PLAINS, New York
·
12 registered advisors
·
CRD# 111503
SEC# 801-36893
1
(914) 694-1300
01
Firm Overview
AUM
$5.9B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PENTEGRA INVESTORS, INC.
12 registered advisors
Charles S Sorrentino
WHITE PLAINS, New York
CRD# 6473113
Eric Hans Wietsma
WHITE PLAINS, New York
CRD# 3167584
Frederic Paul Slade
WHITE PLAINS, New York
CRD# 3006100
John E Pinto
WHITE PLAINS, New York
CRD# 6265669
Kevin O Finnegan
WHITE PLAINS, New York
CRD# 7712729
Lars Gerhard Ernst
WHITE PLAINS, New York
CRD# 5197938
Michael Randazzo
WHITE PLAINS, New York
CRD# 2802758
Robert C Albanese
WHITE PLAINS, New York
CRD# 5627985
Robert D Alin
WHITE PLAINS, New York
CRD# 5627987
Sarah Coxe Lange
WHITE PLAINS, New York
CRD# 4333316
Scott Mitchell Stone
WHITE PLAINS, New York
CRD# 4552527
Stephen Paul Pollak
WHITE PLAINS, New York
CRD# 2045964
05
Office Locations
WHITE PLAINS, New York
12 advisors
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Data sourced from SEC Form ADV filings. PENTEGRA INVESTORS, INC. (CRD# 111503) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.