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COMPAK ASSET MANAGEMENT
CRD 109930 · SEC 801-58081
1801 DOVE STREET, NEWPORT BEACH, CA, 92660, United States
Phone
(800) 388-9700
Fax
877-454-5591
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.49B
Team
20 total employees; 14 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; ACCOUNT MAINTENANCE FEE OF $45 PER CALENDAR QUARTER SEE SCHED D
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 579 | $142.9M |
| High net worth individuals | 1155 | $1.35B |
| Pension/profit sharing plans | 4 | $20.0M |
| Corporations/business entities | 13 | $7.2M |
States served
AZ, CA, CO, GA, ID, IL, IN, IA, MD, MI, MN, NV, NJ, NM, NY, NC, OH, OR, PA, TN, VA, WI, MO, WA, TX, HI, FL
All web addresses on file
- HTTPS://MARKETWRAPWITHMOE.COM/
- HTTPS://WWW.COMPAK.COM
- HTTPS://TWITTER.COM/MARKETWRAP
- HTTPS://WWW.FACEBOOK.COM/MARKETWRAP
- HTTPS://WWW.FACEBOOK.COM/INVESTCOMPAK
- HTTPS://WWW.TWITTER.COM/INVESTCOMPAK
- HTTPS://WWW.VIMEO.COM/COMPAK
- HTTPS://WWW.COMPAK.COM/YOUTUBE
- https://instagram.com/compakassetmanagement
- https://linkedin.com/company/compak
Official SEC filing: View on IAPD