COMPAK ASSET MANAGEMENT - Financial Advisor in California, Newport Beach

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

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Commission Based, Other (ACCOUNT MAINTENANCE FEE OF $45 PER CALENDAR QUARTER SEE SCHED D)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?