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 with the SEC and listed as a corporation that has been on file since 1990. FINTRX records list the owner type as a domestic entity/individual and classify the firm as "Unclassified." The profile contains minimal public disclosure about business lines or advisory services. Reported flags indicate the entity is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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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