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 an individually owned corporate adviser that registered with the SEC in 2008. Public disclosures classify the firm as "unclassified" and identify it neither as a capital allocator nor as an active ESG investor. The firm is not registered as a multistate adviser, is not labeled a pension consultant, and is not documented as part of a related-adviser structure. Available filings contain very little detail about the firm's client types, fee arrangements, business lines, or investment preferences. There are no disclosed descriptions of the firm's advisory strategies, target client segments, or manager allocation approach in the source material.
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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