firm profile
Compak Asset Management
Overview
Compak Asset Management is an SEC registered investment adviser based in Newport Beach, CA, registered since 2000. It reports $1.5B in assets under management across 2,939 accounts, with 20 employees. It has 16 investment adviser representatives.
- Reported AUM
- $1.5B
- Discretionary
- 99%
- Accounts
- 2,939
- Average account
- $516K
- Employees
- 20
- Advisory reps
- 16
- Registered since
- 2000
- Jurisdictions
- 27
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions, Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 2 of 2
- Moeez Ul-Haq Ansari President CRD 4053253
- Feroz Ulhaq Ansari Chief Compliance Officer, Senior Principal CRD 2304944
Advisory reps 3 of 16
- Feroz Ui-Haq Ansari Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2304944
- Imran Ulhaq Ansari Registered Rep · Investment Adviser Rep CRD 5823704
- Javaid Ul-Haq Ansari Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4726785
13 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1801 Dove St
Newport Beach, CA 92660 - County
- Orange
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- SEC registered
- Registered in 27 jurisdictions
- Website: marketwrapwithmoe.com
Every state, with registration dates
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