PENFACS FINANCIAL SERVICES
Firm details
- Headquarters
- SOUTHBOROUGH, Massachusetts
- CRD number
- 114039
- Website
- penfacs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI49.53%
- Individuals40%
- Corporations / Businesses10.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Penfacs Financial Services is a small, privately owned corporate RIA that combines fee-based advisory work with insurance brokerage. The firm serves individuals, families and some institutional clients, and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management. Penfacs does not report active ESG investing, is not a multi-state adviser, and identifies as an insurance broker with affiliations to a broker-dealer and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Investment Grade Corp Bonds29%
- US Government Bonds13%
- Cash & Cash Equivalents4%
Contacts
2 of 2ERIK DEGREGORIO
ChairmanCRD 2375724
RONALD DEGREGORIO
ChairmanCRD 801468
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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