Christopher
Lamarca

Pentegra Investors, Inc

CRD#2781729
Investment Advisor
in West Harrison, NY

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About this Advisor

Christopher Lamarca is a financial advisor working out of West Harrison, New York with a total of 6 years of industry experience. Lamarca currently works for Pentegra Investors, Inc. Over the course of their career, they have held roles at Pfm Asset Management LLC, Pentegra Services, Inc, Pentegra Distributors, Inc and Pentegra Investors, Inc. Lamarca maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Pentegra Investors, Inc is a business that has its headquarters in West Harrison, NY. The firm has a total of 13 people on staff. It handles $6 billion in assets between its 347 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The advisory firm performs a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on which service is offered. However, fees charged by Pentegra Investors, Inc most likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

701 Westchester Avenue Suite 320E
West Harrison, NY 10604-3805

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Pentegra Investors, Inc Brokerage Details

Total Assets Under Management

$6,243,737,063

NY Average: $7,464,549,021
Total Number of Employees

13

NY Average: 88
Total Number of Accounts

347

NY Average: 3,892
Average Account Size

$17,993,479

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Christopher Lamarca Work History

Christopher has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Pentegra Distributors, Inc

2016 - Present (8 years)

Pentegra Investors, Inc

2015 - Present (9 years)

Pentegra Services, Inc

2012 - 2014 (2 years)

Pfm Asset Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Lamarca to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pentegra Investors, Inc

Christopher Lamarca
West Harrison, NY
Zachery Demers
Litchfield, NH
Maegen Chaudry
West Harrison, NY
Pedro Frias
West Harrison, NY
Regina Montrony
West Harrison, NY
Maureen Hamblin
West Harrison, NY
Stephen Hughes
West Harrison, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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