Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions. Get our weekly market updates at https://www.youtube.com/c/CompakAssetManagement/. Learn more by visiting https://compak.com/disclosure/. For full disclosures, please visit https://compak.com/disclosure/.
View Top Employees from Compak Asset Management| Website | https://compak.com/ |
| Revenue | $10 million |
| Employees | 16 (14 on RocketReach) |
| Founded | 1999 |
| Address | 1801 Dove Street, Newport Beach, California 92660, US |
| Phone | (949) 679-2500 |
| Fax | (877) 454-5591 |
| Technologies | |
| Industry | Financial Services, Finance General, Finance |
| Web Rank | 12 Million |
| Keywords | Compak Asset Management, Plan To Retire Financial Llc |
| SIC | SIC Code 621 Companies, SIC Code 6211 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Compak Asset Management Questions
The Compak Asset Management annual revenue was $10 million in 2024.
Moeez Ansari is the President and Chief Investment Officer of Compak Asset Management.
14 people are employed at Compak Asset Management.
Compak Asset Management is based in Newport Beach, California.
The NAICS codes for Compak Asset Management are [52, 523, 5239].
The SIC codes for Compak Asset Management are [621, 6211, 62].
Top Compak Asset Management Employees
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View
Moeez Ansari
President and Chief Investment Officer at Compak Asset Management
California, United States25+ -
ViewImran Ansari
Vice President of Trading and Marketing at Compak Asset Management
Newport Beach, CA, US21 -
21
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ViewFeroz Ansari
Senior Principal and Portfolio Manager at Compak Asset Management
Newport Beach, CA, US12 -
35+
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1
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ViewMelissa Wright
Senior Financial Planner at Compak Asset Management
Lake Forest, California, United States12
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