Pen Facs Financial Services

Pen Facs Financial Services (CRD# 114039) is a financial advisory firm headquartered in , . They manage $24,247,625 in 42 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $577,324
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH

Financial Advisors at Pen Facs Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Ronald P. Degregorio
CRD#: 801468
Salem, NH
93
Wealthminder
score

Ronald Degregorio (CRD# 801468) is an Investment Advisor Representative working at Pen Facs Financial Services in Salem, NH and has over 32 years of experience in the finance industry.

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