RM
RM

Regina Angela Montrony

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
272 clients
Average Client Portfolio
$20.2M average
Assets Under Management
$5.5B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.80%
$10.0M - $25.0M0.35%
$25.0M - $50.0M0.30%
$50.0M - $100.0M0.25%
$100M+0.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

701 Westchester Avenue, Suite 320E, White Plains, NY, 10604-3805

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Pentegra Investors, INC.
September 2025 - Present · 5 mos
Pentegra Distributors INC.Broker
June 2004 - Present · 21 yrs 8 mos
Previous Registrations
Pentegra Investors, INC.
December 2006 - September 2025 · 18 yrs 9 mos
State Registrations8 states
CTMDMENCNJNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.