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).

Current Firm Details
1801 Dove Street, Newport Beach, CA 92660
https://marketwrapwithmoe.com/
By the Numbers
  • Total Assets Under Management
    1,079
    MILLION
  • Total Number of Accounts
    3,027
    ACCOUNTS
  • Average Account Value
    $356,370
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 11 - 13 of 13 top financial advisors.
11
Glenn Link, financial advisor Newport Beach CA
Glenn C. Link
CRD#: 1322586
1801 Dove Street, Newport Beach, CA 92660

Glenn Link (CRD# 1322586) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 28 years of experience in the finance industry.

12
Elmer Salvador, financial advisor Newport Beach CA
Elmer B. Salvador
CRD#: 4331455
1801 Dove Street, Newport Beach, CA 92660

Elmer Salvador (CRD# 4331455) is an Investment Advisor Representative working at Compak Asset Management in Newport Beach, CA and has over 22 years of experience in the finance industry.

13
Melissa Wright, financial advisor Newport Beach CA
Melissa L. Wright
CRD#: 5474662
1801 Dove Street, Newport Beach, CA 92660

Melissa Wright (CRD# 5474662) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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