PENTEGRA INVESTORS, INC.

701 Westchester Avenue
Suite 320e
White Plains, New York 10604-3805
Tel: (914) 694-1300

About PENTEGRA INVESTORS, INC.

PENTEGRA INVESTORS, INC, formally registered with the SEC as PENTEGRA INVESTORS, INC. The firm was established in 08/01/1990. They have over 2 offices throughout the country.

PENTEGRA INVESTORS, INC. is a White Plains, New York based Financial Planning firm with nearly $5,895,243,080 assets under management, offering retirement planning & investment advisory services to 291 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111503
SEC#	801-36893
Assets Managed by Firm	$5,895,243,080
No. of Clients	291
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	291	$5,895,243,080
Pension and profit sharing plans	287	$5,887,259,629

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