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Compak Asset Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1801 Dove St, Newport Beach, California,...Phone Number
(949) 679-2500Website
www.compak.comRevenue
$5.6 MillionIndustry
About Compak Asset Management
Compak Asset Management is a financial advisory firm based in Newport Beach and Scottsdale, specializing in comprehensive wealth management services. Their offerings include financial planning, risk management, estate planning, and tax optimization, aimed at empowering clients to simplify, protect, and grow their wealth. The firm serves a diverse clientele across 40 states, supported by a team of experienced professionals including portfolio managers and certified financial planners. Since its establishment in 1999, Compak has built a reputation for authenticity and trust, focusing on long-term client relationships.Explore more
Compak Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2010
Compak Asset Management Tech Stack
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Compak Asset Management is a financial advisory firm based in Newport Beach and Scottsdale, specializing in comprehensive wealth management services. Their offerings include financial planning, risk management, estate planning, and tax optimization, aimed at empowering clients to simplify, protect, and grow their wealth. The firm serves a diverse c... Read More
