Pentegra Investors, Inc.

Pentegra Investors, Inc. (CRD# 111503) is a financial advisory firm headquartered in White Plains, NY. They manage $7,366,467,491 in 585 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,366
    MILLION
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $12,592,252
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • 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.

CT, ME, NJ, NY

Financial Advisors at Pentegra Investors, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Zachery M. Demers
CRD#: 5373960
Litchfield, NH
93
Wealthminder
score

Zachery Demers (CRD# 5373960) is an Investment Advisor Representative working at Pentegra Investors, Inc. in Litchfield, NH and has over 8 years of experience in the finance industry.

2
Brian T. Duffy
CRD#: 4982773
1500 Irving Street, Rahway, NJ 07065
93
Wealthminder
score

Brian Duffy (CRD# 4982773) is an Investment Advisor Representative working at Pentegra Investors, Inc. in Rahway, NJ and has over 11 years of experience in the finance industry.

3
Maureen E. Hamblin
CRD#: 2700771
108 Corporate Park Drive, White Plains, NY 10604
93
Wealthminder
score

Maureen Hamblin (CRD# 2700771) is an Investment Advisor Representative working at Pentegra Investors, Inc. in White Plains, NY and has over 14 years of experience in the finance industry.

4
Stephen A. Hughes
CRD#: 2298833
108 Corporate Park Drive, White Plains, NY 10604
93
Wealthminder
score

Stephen Hughes (CRD# 2298833) is an Investment Advisor Representative working at Pentegra Investors, Inc. in White Plains, NY and has over 24 years of experience in the finance industry.

5
Regina A. Montrony
CRD#: 4615456
108 Corporate Park Drive, White Plains, NY 10604
93
Wealthminder
score

Regina Montrony (CRD# 4615456) is an Investment Advisor Representative working at Pentegra Investors, Inc. in White Plains, NY and has over 12 years of experience in the finance industry.

6
Boris M. Natyshak
CRD#: 2129763
Toledo, OH
93
Wealthminder
score

Boris Natyshak (CRD# 2129763) is an Investment Advisor Representative working at Pentegra Investors, Inc. in Toledo, OH and has over 8 years of experience in the finance industry.

7
William J. Pieper
CRD#: 4852284
2 Enterprise Drive, Suite 408, Shelton, CT 06484
93
Wealthminder
score

William Pieper (CRD# 4852284) is an Investment Advisor Representative working at Pentegra Investors, Inc. in Shelton, CT and has over 11 years of experience in the finance industry.

8
Melissa L. Webb
CRD#: 2540512
Carlsbad, CA
93
Wealthminder
score

Melissa Webb (CRD# 2540512) is an Investment Advisor Representative working at Pentegra Investors, Inc. in Carlsbad, CA and has over 22 years of experience in the finance industry.

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