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FIRM PROFILE
Overview
THE NEW PENFACS INC. is located at 337 Turnpike Road Suite 203, Southborough, MA 01772 and was first established at Boston, Massachusetts in 01/17/2018. After operating for 8 years, THE NEW PENFACS INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of THE NEW PENFACS INC.’s clients are individuals and 0% of their clients are high net worth individuals. THE NEW PENFACS INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at THE NEW PENFACS INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access THE NEW PENFACS INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at THE NEW PENFACS INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for THE NEW PENFACS INC. and How They Compare to Other Firms Through Our Analysis
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FIRM INFORMATION
337 Turnpike Road Suite 203, Southborough, MA 01772
337 Turnpike Road Suite 203, Southborough, MA 01772
Small
(603) 893-3563
Massachusetts since 01/17/2018
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at THE NEW PENFACS INC.
Erik Ronald Degregorio
Daniel Peter Degregorio
Erik J. Lee
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