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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.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
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%
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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
Total SMA Asset: $23,162,638
| 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% |