Compak Asset Management
Compak Asset Management (CRD# 109930) is a financial advisory firm headquartered in Newport Beach, CA. They manage $1,078,731,632 in 3,027 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,079MILLION
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Total Number of Accounts3,027ACCOUNTS
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Average Account Value$356,370
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.