Barry Drogy
Advisor at Pendragon Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Pendragon Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Eagle, ID
Credentials
Series 63, Series 66
Industry experience
18 years
Barry Drogy is a financial advisor at Pendragon Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Pendragon Capital Management since 2010. Outside of his advisory role, he is a managing partner at Whitehaven Associates, providing financial and business consulting to medical and business professionals, and he also offers consulting services to hearing aid professionals through the American Hearing Aid Association. Pendragon Capital Management is a small-team investment adviser serving individuals, families, pension, and corporate clients, managing approximately $40 million across about 52 client relationships. The firm employs a value-oriented investment approach and offers discretionary portfolio management through separately managed accounts alongside access to third-party money managers.
Based on Pendragon Capital Management, Inc.
$0+: 0.50% to 1.50% for Equity, Balanced, and Specialty Strategies $0+: 0.35% for Bond Strategy
Commissions earned by Advisory Representatives when implementing recommendations through BrokerageSelect; includes commissions and 12b-1 fees for mutual funds and insurance sales.
Eagle, ID
California · Idaho
American Hearing Aid Association
2013 - Present (13 years)
Pendragon Capital Managment, Inc.
2010 - Present (16 years)
Brokerageselect
2010 - Present (16 years)
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