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 with individual ownership. Public records classify the firm as unclassified and disclose very little about its business model, client base, or advisory activities. The firm does not identify itself as a capital allocator and does not report being an active ESG investor. Additional firm attributes recorded include that it is not designated as a multi-state adviser, not newly formed, and not a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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
Erik Degregorio
ChairmanCRD 2375724
Erik Lee
SalesCRD 4611822
Kathryn Maldonado
Registered RepresentativeCRD 5222868
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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