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PENTEGRA INVESTORS, INC.

SHELTON, CT · CRD 111503 · IAPD ↗ · pentegra.com · (800) 872-3473

$5.60BRegulatory AUM
5Advisory reps
13Employees
250Clients
0Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2026 — PENTEGRA INVESTORS, INC. moved its main office from WHITE PLAINS, NY to SHELTON, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2025 — PENTEGRA INVESTORS, INC. shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.