Overview
Assets Under Management: $1.3 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 529
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 529
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,264
Discretionary Accounts: 2,973
Non-Discretionary Accounts: 291
Regulatory Filings
CRD Number: 109930
Filing ID: 1971940
Last Filing Date: 2025-03-31 13:19:00
Website: https://compak.com