PENTEGRA DISTRIBUTORS INC.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
39
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Pentegra Distributors Inc. is organized as a corporation and has been registered with the SEC since 1990. Public filing fields in FINTRX identify the owner type as a combination of a domestic entity and individuals and classify the firm as unclassified for advisor type. The firm is not identified as a capital allocator and is not listed as an active ESG investor. FINTRX also indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not reported as a related adviser. Available records do not include details on the firm's advisory or business activities, client segments, fee schedules, or investment preferences, so specific positioning on strategy, client focus, or service offerings cannot be determined from the provided dataset.

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 39
  • David Johnson

    Relationship ManagerCRD 4013811

  • JENNIFER COOKE

    Regional DirectorCRD 6091099

  • Carlo Guerrera

    Registered PrincipalCRD 2557240

Unlock 36 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