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 a corporation that registered with the SEC in 2008 and is owned by an individual. In regulatory summaries the firm is listed as "unclassified" rather than under a standard RIA subcategory. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. Regulatory details also show the firm is not registered as a multistate adviser, is not newly formed, does not perform pension consulting, and is not reported as a related adviser to another firm. No descriptive information about its advisory or business activities was provided in the available record.
Assets & Accounts
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 1DANIEL DEGREGORIO
Chief Financial OfficerCRD 5550134
Contacts
3 of 4KATHRYN MALDONADO
Registered RepresentativeCRD 5222868
ERIK DEGREGORIO
ChairmanCRD 2375724
Nathan DeGregorio
Account ExecutiveCRD 8088422
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
Similar firms
NORTHERN CAPITAL SECURITIES CORPORATION
Broker-DealerNORTH ANDOVER, MA
BTS SECURITIES CORPORATION
Broker-DealerLINCOLN, MA
CAPSTONE PARTNERS
Broker-DealerBOSTON, MA
CCA CAPITAL LLC
Broker-DealerBOSTON, MA
LOCKEBRIDGE PARTNERS, INC
Broker-DealerWOBURN, MA
KAUFMAN & COMPANY, LLC
Broker-DealerBOSTON, MA