|
⚲
|
| Message |
|---|
| I'm in the process of updating the data!! apologies for any slow speeds! |
| Compak Asset Management
✚
| |
|---|---|
| CRD # | 109930 |
| SEC # | 801-58081 |
| CIK # | |
| AUM | $1.3 BB (2025-03-31) |
| Employees | 18 (67% Investors, 72% Brokers) |
| Phone | 800-388-9700 |
| Address | 1801 Dove Street Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 534 | 152.3 |
| (b) Individuals (high net worth individuals) | 529 | 1,093.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 13.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,264 | 1,258.6 |
| By Discretionary | ||
| Discretionary | 2,973 | 1,225.6 |
| Non-Discretionary | 291 | 33.0 |
| Total | 3,264 | 1,258.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,258.6 | |
| Total | 3,264 | 1,258.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Total Investment Management Inc
✚
|
AZ | 1.3 |
|
Archford Capital Strategies LLC
✚
|
IL | 1.3 |
|
MV Capital Management Inc
✚
|
MD | 1.3 |
|
Retirement Investment Advisors Inc
✚
|
OK | 1.3 |
|
CGN Advisors LLC
✚
|
KS | 1.3 |
|
Pinkerton Wealth LLC
✚
|
ID | 1.3 |
|
MLG Wealth Management Inc
✚
|
MN | 1.2 |
|
Martel Wealth Advisors Inc
✚
|
WA | 1.2 |
|
Wright Investors Service Inc
✚
|
CT | 1.2 |
|
Balefire LLC
✚
|
TX | 1.2 |