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 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
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
Kathryn 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
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