|
⚲
|
| Compak Asset Management
✚
|
|
|---|---|
| CRD # | 109930 |
| SEC # | 801-58081 |
| CIK # | |
| AUM | $895.0 MM (2023-03-30) |
| Employees | 18 (67% Investors, 72% Brokers) |
| Phone | 800-388-9700 |
| Address | 1801 Dove Street Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 425 | 98.6 |
| (b) Individuals (high net worth individuals) | 617 | 777.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 19.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,670 | 895.0 |
| By Discretionary | ||
| Discretionary | 2,395 | 867.4 |
| Non-Discretionary | 275 | 27.6 |
| Total | 2,670 | 895.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 895.0 | |
| Total | 2,670 | 895.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SHP Wealth Management LLC
✚
|
MA | 0.9 |
|
Wealthshield Partners LLC
✚
|
NC | 0.9 |
|
Clear Creek Financial Management LLC
✚
|
WA | 0.9 |
|
Martel Wealth Advisors Inc
✚
|
WA | 0.9 |
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Opus Capital Group LLC
✚
|
OH | 0.9 |
|
McLean Asset Management Corporation
✚
|
VA | 0.9 |
|
9258 Wealth Management LLC
✚
|
OH | 0.9 |
|
Cooper/Haims Advisors LLC
✚
|
NY | 0.9 |
|
Association Financial Services Inc
✚
|
UT | 0.9 |