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- Custodian
- Axos · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2024
- Office Locations
- 1
Office Locations
About Protegro, Inc.
Protegro, Inc. is a Massachusetts-registered, fee-only RIA led by Wendy Pyne (ChFC, RFC, CDFA) providing holistic financial planning and investment advice for individuals, families, and business owners—often around retirement and divorce transitions. Services include retirement/income planning, tax optimization, debt and cash-flow planning, and insurance/legacy planning. Portfolios are primarily ETF-based, and the firm supports clients nationwide virtually.
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Investment Themes
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Owner & Executives
WENDY J PYNE
Chief Compliance Officer, President
- CRD
- #6794368
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,787,557 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,787,557 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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