$23.2M Total AUM
$23.2M Disc. AUM
-- 3Y CAGR
3 Employees
19 ADV. Clients
43 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-05-1983
- Office Locations
- 1
Office Locations
337 Turnpike Road Suite 203 Southborough MA
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.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
43yrs Firm Age
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Asset Classes
Optima Peak vital
Client Personas
Value Bridge Bridge wave
Custodian
Value catalyst Horizon Harbor Beacon Oak Horizon momentum Matrix horizon Harbor frontier Horizon Quantum Oak Ember vector Element vertex Bridge
Investment Themes
Timber Unison
Investment Vehicles
Fusion
Services
Focus Fusion vital Fusion Ridge Vector eagle Radial Momentum Pathway Value Vital insight Catalyst zenith
Owner & Executives
ERIK RONALD DEGREGORIO
Chairman, Chief Compliance Officer, President
- CRD
- #2375724
- Ownership
- 75% or more
(780) 353-2634
focus.foundation@meridiancapital.com
in linkedin.com/in/oak-timber
RONALD PETER DEGREGORIO
Chairman, Investment Advisor
- CRD
- #801468
- Ownership
- Less than 5%
(370) 437-6186
pioneer.horizon@optimacapital.com
in linkedin.com/in/value-timber
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $23,162,638
Equity - Exchange:
31.2% Corporate - Investment Grade:
25.4% U.S. Government/Agency:
29.6% Cash:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,319,409,819 | 31.2% |
| Corporate - Investment Grade | $1,074,134,917 | 25.4% |
| U.S. Government/Agency | $1,251,747,777 | 29.6% |
| Cash | $583,585,113 | 13.8% |
| Total | $4,228,877,626 | 100.0% |