PENTEGRA INVESTORS, INC. is a White Plains, New York based financial advisory firm with nearly $5,895,243,080 in assets under management and provides investment advisory services for 291 clients. There are currently 14 financial advisors at the firm.
General Information |
Firm CRD#: | 111503 | |
SEC#: | 801-36893 | |
Assets under Management: | $5,895,243,080 | |
No. of Clients: | 291 | |
No. of Advisors: | 14 | |
Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (COMPREHENSIVE ADVICE TO THIRD PARTY INTERNAL INVESTMENT COMMITTEES) | |
Fee Structure: | A percentage of AUM, Fixed fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
J.P. MORGAN SECURITIES LLC | 79 | 801-3702 | 1034072 | 7685 | $249,730,934,760 |
J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | 801-41088 | 941857 | 745 | $292,912,547,772 |
RBC CAPITAL MARKETS, LLC | 31194 | 801-13059 | 477674 | 8476 | $259,962,335,074 |
CLEARBRIDGE INVESTMENTS, LLC | 137028 | 801-64710 | 122375 | 214 | $180,788,611,945 |
VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | 801-9046 | 96377 | 879 | $241,807,595,450 |
GOLDMAN SACHS & CO. LLC | 361 | 801-16048 | 77247 | 3689 | $222,744,598,215 |
LAZARD ASSET MANAGEMENT LLC | 122836 | 801-61701 | 6404 | 518 | $150,331,817,279 |
JENNISON ASSOCIATES | 107959 | 801-5608 | 4276 | 366 | $194,425,029,789 |
DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | 801-252 | 620 | 487 | $192,318,455,839 |
BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | 801-72031 | 175 | 1592 | $170,920,421,524 |
FRANKLIN TEMPLETON FUND ADVISER, LLC | 140432 | 801-66785 | 134 | 0 | $191,596,274,875 |
EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | 801-72220 | 113 | 63 | $156,506,909,126 |
HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | 801-25999 | 92 | 105 | $150,497,338,051 |
APG ASSET MANAGEMENT US, INC | 160795 | 801-74200 | 37 | 185 | $164,116,838,385 |
TIAA-CREF INVESTMENT MANAGEMENT LLC | 107168 | 801-38029 | 8 | 398 | $249,860,425,244 |