Our Firm - Compak Asset Management

Our Firm

Established in 1999.

The Compak Advantage

Clarifying the Complex

We are more than just financial advisors—we are partners in your lifelong financial journey. Founded on the principles of integrity, service, and deep expertise, our mission is to help clients build, preserve, and transfer wealth with purpose and confidence.

Fiduciary

A duty to act in your best interests to help you reach your financial goals.

Integrated & Expansive

An array of wealth services, solutions, and investment types.

Highly Personalized

Tailored approach with proactive ideas and problem-solving.

In-House & Experienced

Dedicated and professional team supported by our trusted network.

As of 12/31/2024

1,063

Number of Households

Number of States We Advise Clients

Community Focus

The Compak Team recognizes the need for giving back and making a positive contribution to our society. Compak has focused on Financial Literacy for the local youth. Lack of financial awareness and opportunities cause millions of people across the country to make financial decisions that are detrimental to creating a financially secure life.

Compak High School Internship

UCI Veterans in Higher Education

Compak supports financial literacy through leadership of the CIWM. Our Senior Principal, Feroz Ansari is the current Chairperson of the CIWM. Every year LIFEvest bring about 200 high school from underserved families to UC-Irvine for a one week residential financial literacy and life planning program

Members of the Compak team have volunteered as program instructors. In 2025, IFPY is expected to generate over $200,000 in revenue to support the fully funded (free) LIFEvest program.