|
⚲
|
| Keyboard |
| Compak Asset Management
✚
|
|
|---|---|
| CRD # | 109930 |
| SEC # | 801-58081 |
| CIK # | |
| AUM | 1,516.9 M (2026-03-31) |
| Employees | 20 (70% Investors, 65% Brokers) |
| Phone | 800-388-9700 |
| Address | 1801 Dove Street Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 579 | 142.9 |
| (b) Individuals (high net worth individuals) | 1,155 | 1,346.8 |
| (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 | 4 | 20.0 |
| (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 | 13 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,939 | 1,516.9 |
| By Discretionary | ||
| Discretionary | 2,711 | 1,495.0 |
| Non-Discretionary | 228 | 21.9 |
| Total | 2,939 | 1,516.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1,516.2 | |
| Total | 2,939 | 1,516.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1,537.3 M |
|
BFSG LLC
✚
|
CA | 1,535.3 M |
|
Delta Asset Management LLC
✚
|
TN | 1,528.0 M |
|
Triune Financial Partners LLC
✚
|
KS | 1,521.9 M |
|
Goehring & Rozencwajg Associates LLC
✚
|
NY | 1,514.6 M |
|
MLG Wealth Management Inc
✚
|
MN | 1,491.3 M |
|
Retirement Investment Advisors Inc
✚
|
OK | 1,489.8 M |
|
Archford Capital Strategies LLC
✚
|
IL | 1,489.1 M |
|
Allied Investment Advisors LLC
✚
|
MT | 1,488.0 M |
|
Apriem Advisors
✚
|
CA | 1,486.4 M |