# PENFACS FINANCIAL SERVICES

PENFACS FINANCIAL SERVICES of SOUTHBOROUGH, MA is an SEC-registered investment adviser.

## Registration

- CRD: 114039
- Type: SEC-registered investment adviser
- Location: 337 TURNPIKE ROAD, SOUTHBOROUGH, MA, 01772
- Phone: 603-893-3563
- Latest filing: 2026-04-14
- Regulatory AUM: $23.2M
- Discretionary AUM: $23.2M
- Clients: 3
- Accounts: 38

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114039/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114039/similar
- Related entities: https://search.stillhousedata.com/firm/114039/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114039

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.