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 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

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
  • Kathryn Maldonado

    Kathryn Maldonado

    Registered RepresentativeCRD 5222868

  • Erik Degregorio

    Erik Degregorio

    ChairmanCRD 2375724

  • Nathan DeGregorio

    Nathan DeGregorio

    Account ExecutiveCRD 8088422

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth