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 is SEC-registered, having filed in 2008. Ownership is listed as an individual rather than a firm or institutional owner. In the FINTRX snapshot the firm is classified as "Unclassified" and is not identified as a capital allocator. The record flags the adviser as not active on ESG, not multi-state, not newly formed, not a pension consultant and not a related adviser. The source does not provide descriptive detail about the firm's client segments, fee schedule, core business lines, or day-to-day advisory activities.
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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