Overview
Assets Under Management: $1.3 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 529
Average Client Assets: $2 million
Frequently Asked Questions
COMPAK ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109930), COMPAK ASSET MANAGEMENT is subject to fiduciary duty under federal law.
COMPAK ASSET MANAGEMENT is headquartered in NEWPORT BEACH, CA.
COMPAK ASSET MANAGEMENT serves 529 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, COMPAK ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
COMPAK ASSET MANAGEMENT manages $1.3 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, COMPAK ASSET MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
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