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PENFACS FINANCIAL SERVICES
PENFACS FINANCIAL SERVICES, INC.
CRD 114039
337 TURNPIKE ROAD, SUITE 203, SOUTHBOROUGH, MA, 01772, United States
Phone
603-893-3563
Fax
508-485-0530
Registration
— (—)
Source
State registered
Total AUM
$23.2M
Discretionary AUM
$23.2M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $9.3M |
| High net worth individuals | 3 | $11.5M |
| Corporations/business entities | 2 | $2.4M |
Official SEC filing: View on IAPD