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 and has been SEC-registered since 2008. Ownership is listed as an individual rather than an institutional owner. The firm’s public profile is sparse: it’s classified as "Unclassified" in the source data and is not identified as a capital allocator. The firm does not register itself as an active ESG investor, is not reported as a multi-state adviser, and is not described as a pension consultant or related adviser. The source provides limited detail on the business model, client types, fee arrangements, or specific advisory activities. That lack of disclosure makes it difficult to characterize the firm’s target clients or service offering beyond the basic corporate and registration attributes.
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
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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