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 a privately owned corporate entity that registered with the SEC in 2008. FINTRX classifies the firm as unclassified; available records identify an individual owner but do not disclose typical firm-level business lines, client segments, or advisory services. Publicly listed attributes indicate the firm does not act as a capital allocator, is not active on ESG investing, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. The limited disclosure in the record suggests The New Penfacs Inc. maintains a minimal public profile. There are no provided descriptions of investment strategy, target clients, fee structure, or affiliations, so its operating model cannot be determined from the available 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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth