Compak Asset Management

Who We Are
SERVICES
- Money Management
- Financial Planning
SEMINARS
Client Log-In

Who We Are
SERVICES
- Money Management
- Financial Planning
SEMINARS
Client Log-In

Compak Asset Management offers services from Money Management to Financial Planning.

MONEY MANAGEMENT

Money Management
Compak Research Advantage
Customized Portfolios

FINANCIAL PLANNING

Financial Planning
Risk Management & Insurance
Retirement Planning
Estate Planning
Social Security

Compak Team

LIVE 360

Community Involvement

Check the background of this investment professional on FINRA's BrokerCheck »
Compak's Form CRS (Client Relationship Summary)
Compak Asset Management - Form ADV 2
Compak Securities, Inc. - Regulation Best Interest Disclosures
Who We Are ‐ Money Management ‐ Financial Planning ‐ Media - Seminars ‐ Disclosures
© 2025 Compak Asset Management. All rights reserved. | 1801 Dove St. Newport Beach, CA 92660 | 800.388.9700 | invest@compak.com Compak Asset Management POWERED BY United Themes™

Who We Are
▼
SERVICES
▼
- Money Management
  ▼
- Financial Planning
  ▼
SEMINARS
Client Log-In