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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-05-1983
- Office Locations
- 1
Office Locations
About Penfacs Financial Services
Founded in 1977, The PenFacs Group is an insurance brokerage helping individuals and institutions nationwide implement insurance-based solutions to meet financial objectives. PenFacs provides marketing, point-of-sale support, and administrative services, serving families, business owners, retirees, medical professionals, entertainers, and professional athletes.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 19 clients, or 6.3 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 43 years in operation. The source data was last updated on April 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Penfacs Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIK RONALD DEGREGORIO
Chairman, Chief Compliance Officer, President
- CRD
- #2375724
- Ownership
- 75% or more
RONALD PETER DEGREGORIO
Chairman, Investment Advisor
- CRD
- #801468
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nathan DeGregorio
--
- CRD
- #8088422
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,162,638 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,162,638 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Penfacs Financial Services has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.