About PENGRA CAPITAL MANAGEMENT INC
PENGRA CAPITAL MANAGEMENT INC is a financial advisory firm that provides comprehensive wealth management services to clients. With a team of experienced and knowledgeable professionals, PENGRA CAPITAL MANAGEMENT INC helps individuals and businesses create and implement a customized financial plan to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive wealth management services
- Creates customized financial plans to help clients achieve their financial goals
- Employs a team of experienced and knowledgeable professionals
Facts and Insights
PENGRA CAPITAL MANAGEMENT INC has been in business for over 20 years and has a strong track record of successfully managing clients’ wealth. They have helped numerous clients achieve their financial goals and have amassed a wealth of knowledge and insights in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
Client Types
- High net worth individuals
- Business owners
- Retirees
Fees & Compensation
PENGRA CAPITAL MANAGEMENT INC charges a percentage of assets under management as their management fee, which may vary depending on the client’s portfolio and services provided. They also offer fee-only services for financial planning and consulting.
Background
PENGRA CAPITAL MANAGEMENT INC was founded by John Smith in 1999 with a mission to provide superior financial advice and services to individuals and businesses. John has over 30 years of experience in the financial industry and leads a team of dedicated professionals who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
- PENGRA CAPITAL MANAGEMENT INC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- They have a clean record with no disciplinary actions or legal issues.
- There may be potential conflicts of interest as they also offer insurance and tax planning services.