The New Penfacs Inc.
Firm details
- Headquarters
- Southborough, Massachusetts
- CRD number
- 145584
- Registered since
- June 3, 2008
- Website
- penfacs.com
Firm profile
FINTRXOverview
The New Penfacs Inc. is organized as a corporation and has been SEC-registered since 2008. The firm is owned by an individual and is listed in the dataset with an "Unclassified" adviser category. The profile indicates it is not a capital allocator and does not identify as an active ESG investor. Other firm attributes in the record note that it is not multi-state, not newly formed, not a pension consultant, and not listed as a related adviser. The firm has not supplied substantive public-facing detail about its client segments, fee model, or day-to-day advisory activities in the dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Daniel Degregorio
Chief Financial OfficerCRD 5550134
Contacts
3 of 4
Kathryn Maldonado
Registered RepresentativeCRD 5222868

Erik Degregorio
ChairmanCRD 2375724

Nathan DeGregorio
Account ExecutiveCRD 8088422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southborough, MA
Worcester
Location
Southborough, MA
Headquartered in Southborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 337 Turnpike Rd
- Time zone
- ET (UTC-5)
- Office locations
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