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WHO WE ARE

Compak Asset Management’s mission statement is to “enhance the life experience of its clients by providing customized solutions for their financial needs”. Compak’s philosophy is to deliver world-class wealth management, with proactive asset management as the underlying foundation. The Compak process begins with an assessment of the client’s financial goals by a dedicated financial advisor in order to develop an appropriate risk profile. The profile is used to create an individualized asset allocation and to select an appropriate investment strategy.

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About
1999

Established in

Count Up to 35 States
35 States

Serving clients across the country

995

Number of Client families

21

Avg. Years of Experience for Relationship Managers

Data As Of 1/01/2020

About

Market Wrap with Moe Ansari

In just one hour, veteran host Moe Ansari delivers and synthesizes more news and information on the markets…

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What is Your Risk Number®?

Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.

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Compak in the Wall Street Journal

Compak Asset Management was just featured in the Wall Street Journal for its breakthrough Live360 program!

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Compak awarded inaugural Fidelity Be Greater® Award

Compak Asset Management has been awarded with the 2015 Fidelity Be Greater® Award. This was the first year that Fidelity has issued the awards which recognize Investment Advisors and Retirement Advisors or recordkeepers that are taking their practices to the next level.

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Live 360

Compak Asset Management looks after more than just their client’s money, see the breakthrough Live360 program in action.

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Contact

CERTIFICATIONS & ASSOCIATIONS

OUR OFFICES

Newport Beach 1801 Dove Street, Newport Beach CA, 92660 Phone: 800-388-9700

Arizona 8865 E. Bell Road Suite 201 Scottsdale, AZ 85260 Phone: 800-388-9700

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