The New Penfacs Inc.

Broker-DealerFINRA MemberEst. 2008
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 and has been SEC-registered since 2008. Ownership is listed as an individual rather than an institutional owner. The firm’s public profile is sparse: it’s classified as "Unclassified" in the source data and is not identified as a capital allocator. The firm does not register itself as an active ESG investor, is not reported as a multi-state adviser, and is not described as a pension consultant or related adviser. The source provides limited detail on the business model, client types, fee arrangements, or specific advisory activities. That lack of disclosure makes it difficult to characterize the firm’s target clients or service offering beyond the basic corporate and registration attributes.

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

1 of 1
  • Daniel Degregorio

    Daniel Degregorio

    Chief Financial OfficerCRD 5550134

Contacts

3 of 4
  • Erik Degregorio

    Erik Degregorio

    ChairmanCRD 2375724

  • Erik Lee

    Erik Lee

    SalesCRD 4611822

  • Kathryn Maldonado

    Kathryn Maldonado

    Registered RepresentativeCRD 5222868

Unlock 1 more contacts

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

Similar firms