RIA Intel›Advisers›Massachusetts›PENFACS FINANCIAL SERVICES, INC.

PENFACS FINANCIAL SERVICES, INC.

Advisory

SOUTHBOROUGH, MA

Data as of Apr 14, 2026 · Source: SEC Form ADV

Rank in MA
#1,329
of 1,590 advisers by AUM
Average account
$610K
across 38 accounts
AUM per adviser
$8M
3 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM
$23M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndOctober
Operates InFL, MA, NH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

EOS FINANCIAL PLANNING LLC
$23M
CROSSROADS CAPITAL MANAGEMENT LLC
$23M
VERDUCCI ASSET MANAGEMENT, INC.
$23M
VINEYARD WEALTH GROUP, LLC
VINEYARD HAVEN, MA
$23M
NORTHMONT WEALTH MANAGEMENT LLC
$23M
SAGAMORE WEALTH MANAGEMENT, LLC
WOBURN, MA
$24M

Get the full picture on PENFACS FINANCIAL SERVICES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PENFACS FINANCIAL SERVICES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans