Compak Asset Management

Compak Asset Management (CRD# 109930) is a financial advisory firm headquartered in Newport Beach, CA. They manage $895,045,757 in 2,670 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    895
    MILLION
  • Total Number of Accounts
    2,670
    ACCOUNTS
  • Average Account Value
    $335,223
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI

Financial Advisors at Compak Asset Management
Showing 1 - 10 of 13 top financial advisors.
1
Feroz U. Ansari
CRD#: 2304944
1801 Dove Street, Newport Beach, CA 92660

Feroz Ansari (CRD# 2304944) 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.

2
Imran U. Ansari
CRD#: 5823704
1801 Dove Street, Newport Beach, CA 92660

Imran Ansari (CRD# 5823704) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 10 years of experience in the finance industry.

3
Javaid U. Ansari
CRD#: 4726785
1801 Dove Street, Newport Beach, CA 92660

Javaid Ansari (CRD# 4726785) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 20 years of experience in the finance industry.

4
Moeez U. Ansari
CRD#: 4053253
1801 Dove Street, Newport Beach, CA 92660

Moeez Ansari (CRD# 4053253) 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.

5
John W. Baffa
CRD#: 1063193
1801 Dove Street, Newport Beach, CA 92660

John Baffa (CRD# 1063193) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 25 years of experience in the finance industry.

6
Eva P. Bowen
CRD#: 4566367
1801 Dove St, Newport Beach, CA 92660

Eva Bowen (CRD# 4566367) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 20 years of experience in the finance industry.

7
John H. Deardorff
CRD#: 4877969
1801 Dove Street, Newport Beach, CA 92660

John Deardorff (CRD# 4877969) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 19 years of experience in the finance industry.

8
Claude E. Gaither
CRD#: 1945251
1801 Dove Street, Newport Beach, CA 92660

Claude Gaither (CRD# 1945251) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 34 years of experience in the finance industry.

9
Yekaterina I. Galkina
CRD#: 5124720
1801 Dove Street, Newport Beach, CA 92660

Yekaterina Galkina (CRD# 5124720) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 17 years of experience in the finance industry.

10
Frederick L. Jin
CRD#: 2399272
1801 Dove Street, Newport Beach, CA 92660

Frederick Jin (CRD# 2399272) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 30 years of experience in the finance industry.

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