Pentegra Distributors Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
Shelton, Connecticut
CRD number
26249
Registered since
August 1, 1990

Firm profile

FINTRX

Overview

Pentegra Distributors Inc. is registered as an SEC adviser and organized as a corporation; its SEC registration dates to 1990. The firm is listed as unclassified in the FINTRX snapshot and is owned by a domestic entity and an individual. The profile indicates Pentegra Distributors Inc. does not operate as a capital allocator, is not active on ESG mandates, and is not identified as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 37
  • David Johnson

    Relationship ManagerCRD 4013811

  • Jennifer Cooke

    Jennifer Cooke

    Regional DirectorCRD 6091099

  • Carlo Guerrera

    Carlo Guerrera

    Registered PrincipalCRD 2557240

Unlock 34 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Shelton, CT

Fairfield

Location

Shelton, CT

Headquartered in Shelton, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
2 Enterprise Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth