Pentegra Distributors Inc.

Broker-DealerFINRA Member
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 is classified as a fund distributor rather than an investment manager or allocator. The firm’s ownership is listed as a mix of domestic entity and individual ownership. Available records indicate Pentegra Distributors does not act as a capital allocator and does not present itself as an ESG-focused investor, a multi-state adviser, a pension consultant, or a related adviser. Public-facing details about the firm’s advisory, fee, or broader business activities are minimal in the source data; the available classification suggests the primary function is distribution of investment products rather than providing discretionary portfolio management or broad advisory services.

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

Owners & executives

2 of 2
  • Lars Ernst

    Lars Ernst

    Chief Compliance & Risk OfficerCRD 5197938

  • Eric Wietsma

    Eric Wietsma

    President and CEOCRD 3167584

Contacts

3 of 37
  • Krista Jordan

    Krista Jordan

    Relationship ManagerCRD 5472175

  • Maegen Chaudry

    ConsultantCRD 5556813

  • Regina Montrony

    Regina Montrony

    Registered RepresentativeCRD 4615456

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth