|
⚲
|
| Compak Asset Management
✚
| |
|---|---|
| CRD # | 109930 |
| SEC # | 801-58081 |
| CIK # | |
| AUM | $1.1 BB (2024-03-29) |
| Employees | 18 (67% Investors, 72% Brokers) |
| Phone | 800-388-9700 |
| Address | 1801 Dove Street Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 406 | 97.5 |
| (b) Individuals (high net worth individuals) | 644 | 960.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 21.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,027 | 1,078.7 |
| By Discretionary | ||
| Discretionary | 2,729 | 1,044.4 |
| Non-Discretionary | 298 | 34.3 |
| Total | 3,027 | 1,078.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,078.7 | |
| Total | 3,027 | 1,078.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SHP Wealth Management LLC
✚
|
MA | 1.1 |
|
Lyell Wealth Management LP
✚
|
CA | 1.1 |
|
Graves Light Lenhart Wealth Inc
✚
|
VA | 1.1 |
|
Strategic Wealth Partners Ltd
✚
|
OH | 1.1 |
|
Martel Wealth Advisors Inc
✚
|
WA | 1.1 |
|
Centennial Securities Company Inc
✚
|
MI | 1.1 |
|
MV Capital Management Inc
✚
|
MD | 1.1 |
|
The Prosperity Consulting Group LLC
✚
|
MD | 1.1 |
|
Abound Wealth Management LLC
✚
|
TN | 1.1 |
|
Rollins Financial Advisors LLC
✚
|
GA | 1.1 |