The New Penfacs Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Southborough, Massachusetts
CRD number
145584
Registered since
June 3, 2008

Firm profile

FINTRX

Overview

The New Penfacs Inc. is organized as a corporation with individual ownership. In publicly available filings it is classified as "Unclassified" and the record indicates it does not function as a capital allocator. The dataset flags that the firm is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed within the reporting framework, and does not provide pension consulting or operate as a related adviser. The firm has provided very little detail about its advisory activities or business lines in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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