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PENTEGRA INVESTORS, INC.
PENTEGRA INVESTORS, INC.
WHITE PLAINS, New York
·
3 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
3
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.
3 registered advisors
Eric Hans Wietsma
WHITE PLAINS, New York
CRD# 3167584
Lars Gerhard Ernst
WHITE PLAINS, New York
CRD# 5197938
Sarah Coxe Lange
WHITE PLAINS, New York
CFA
CRD# 4333316
05
Office Locations
WHITE PLAINS, New York
3 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
.