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 14 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 13 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 10 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 23 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 6 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 17 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 13 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 20 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 15 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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