Compak Asset Management

Trust Score 80%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Compak Asset Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 11 advisors. Compak Asset Management manages $522.2 million and provides investment advisory services for 896 clients (1:82 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $150,000
Average Client Balance $582,867
Hybrid Advisor Yes
Disciplinary History No
Total AUM $522.2 million
Advisor / Client Ratio 1:82
Headquarters Newport Beach, CA
SEC Filings Forms and Brochures    (CRD # 109930)
State(s) Registered AZ, CA, CO, FL, GA, HI, ID, IL, IA, MD, MI, MN, MO, NV, NM, NY, NC, OR, TN, TX, VA, WA, WI

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