Pendragon Capital Managment, Inc.

Pendragon Capital Managment, Inc. (CRD# 128659) is a financial advisory firm headquartered in Fishkill, NY. They manage $23,000,000 in 52 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $442,308
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, PA

Financial Advisors at Pendragon Capital Managment, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Ian J. Green
CRD#: 3097802
Fishkill, NY
93
Wealthminder
score

Ian Green (CRD# 3097802) is an Investment Advisor Representative working at Pendragon Capital Managment, Inc. in Fishkill, NY and has over 17 years of experience in the finance industry.

2
Barry F. Drogy
CRD#: 2472829
San Jose, CA
68
Wealthminder
score

Barry Drogy (CRD# 2472829) is an Investment Advisor Representative working at Pendragon Capital Managment, Inc. in San Jose, CA and has over 22 years of experience in the finance industry.

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