Compak Asset Management

Compak Asset Management (CRD# 109930) is a financial advisory firm headquartered in Newport Beach, CA. They manage $386,013,545 in 2,606 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    386
    MILLION
  • Total Number of Accounts
    2,606
    ACCOUNTS
  • Average Account Value
    $148,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, HI, IA, ID, IL, MD, MI, MN, MO, NC, NV, NY, OR, TN, TX, VA, WA, WI

Financial Advisors at Compak Asset Management
Showing 1 - 10 of 14 top financial advisors.
1
Feroz U. Ansari
CRD#: 2304944
1801 Dove Street, Newport Beach, CA 92660
96
Wealthminder
score

Feroz Ansari (CRD# 2304944) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 15 years of experience in the finance industry. Feroz Ansari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Javaid U. Ansari
CRD#: 4726785
1801 Dove Street, Newport Beach, CA 92660
96
Wealthminder
score

Javaid Ansari (CRD# 4726785) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 14 years of experience in the finance industry. Javaid Ansari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Yekaterina I. Galkina
CRD#: 5124720
1801 Dove Street, Newport Beach, CA 92660
96
Wealthminder
score

Yekaterina Galkina (CRD# 5124720) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 11 years of experience in the finance industry. Yekaterina Galkina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Frederick L. Jin
CRD#: 2399272
1801 Dove Street, Newport Beach, CA 92660
96
Wealthminder
score

Frederick Jin (CRD# 2399272) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 24 years of experience in the finance industry. Frederick Jin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Melissa L. Wright
CRD#: 5474662
1801 Dove Street, Newport Beach, CA 92660
96
Wealthminder
score

Melissa Wright (CRD# 5474662) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 7 years of experience in the finance industry. Melissa Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John W. Baffa
CRD#: 1063193
1801 Dove Street, Newport Beach, CA 92660
93
Wealthminder
score

John Baffa (CRD# 1063193) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 18 years of experience in the finance industry.

7
Eva P. Bowen
CRD#: 4566367
1801 Dove Street, Newport Beach, CA 92660
93
Wealthminder
score

Eva Bowen (CRD# 4566367) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 14 years of experience in the finance industry.

8
Glenn C. Link
CRD#: 1322586
1801 Dove Street, Newport Beach, CA 92660
93
Wealthminder
score

Glenn Link (CRD# 1322586) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 21 years of experience in the finance industry.

9
Elmer B. Salvador
CRD#: 4331455
1801 Dove Street, Newport Beach, CA 92660
93
Wealthminder
score

Elmer Salvador (CRD# 4331455) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 16 years of experience in the finance industry.

10
Anne-laure Fantuzzi
CRD#: 6171784
1801 Dove Street, Newport Beach, CA 92660
90
Wealthminder
score

Anne-laure Fantuzzi (CRD# 6171784) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.