COMPAK ASSET MANAGEMENT

Tel: (800) 388-9700 1801 Dove Street Newport Beach, California 92660

About COMPAK ASSET MANAGEMENT

COMPAK ASSET MANAGEMENT is a Newport Beach, California based financial advisory firm with nearly $1,078,731,632 in assets under management and provides investment advisory services for 3027 clients. There are currently 18 financial advisors at the firm.

General Information
Firm CRD#:

109930

Firm SEC#:

801-58081

Assets Under Management:

$1,078,731,632

No. of Clients:

3027

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Education seminars/workshops

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