firm profile
Pen Facs Financial Services
Overview
Pen Facs Financial Services is a state registered investment adviser based in Southborough, MA, registered since 1984. It reports $23.2M in assets under management across 38 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $23.2M
- Discretionary
- 100%
- Accounts
- 38
- Average account
- $61K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 1984
- Jurisdictions
- 3
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Erik Ronald Degregorio President, Chief Compliance Officer CRD 2375724
- Ronald Peter Degregorio Chairman CRD 801468
Advisory reps 3 of 3
- Erik Ronald Degregorio Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2375724
- Nathan Degregorio Registered Rep · Investment Adviser Rep CRD 8088422
- Ronald P Degregorio Insurance Agent · Investment Adviser Rep CRD 801468
Location
- Headquarters
- 337 Turnpike Rd Ste 203
Southborough, MA 01772 - County
- Worcester
- Metro area
- Worcester, MA-CT
- Region
- Northeast
Registrations
- State registered
- Registered in 3 jurisdictions
Every state, with registration dates
Similar firms near Southborough
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- Financial Foundations, Inc.Southborough, MA
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- Bolton Securities CorporationBolton, MA$8.3B AUM
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