COMPAK ASSET MANAGEMENT

NEWPORT BEACH, CA

(800) 388-9700

SEC #801-58081

Total AUM

$1.5B

Employees

Clients

1,751

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

1801 DOVE STREET
NEWPORT BEACH
CA 92660
United States

Operating Hours

7:00 AM TO 5:00 PM
Monday - Friday

Phone

(800) 388-9700

Other Offices

Financials

Total AUM

$1.5B

Accounts

2,939

Discretionary

$1.5B

Accounts

2,711

Non-Discretionary

$21.9M

Accounts

228

Clients

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Individual Clients

579

AUM

$142.9M

HNW Individual Clients

1,155

AUM

$1.3B

Pension/Profit Sharing Plan Clients

AUM

$20M

Corporation or Business Clients

AUM

$7.2M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management

Compensation Types

Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

ACCOUNT MAINTENANCE FEE OF $45 PER CALENDAR QUARTER SEE SCHED D

Compliance

Disclosures

None reported

State Registrations

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Affiliates

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Affiliates

Reported 2 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.