Compak Securities, Inc.
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 125472
- Registered since
- September 3, 2003
- Website
- compak.com
Firm profile
FINTRXOverview
Compak Securities, Inc. is a corporation that has been SEC-registered since 2003 and is owned by an individual. Public disclosures classify the firm as unclassified rather than under a standard RIA subtype, and it does not present itself as a capital allocator. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. Available corporate-level attributes indicate limited public detail on client segments, fee models, or day-to-day advisory activities. Compak Securities, Inc. is not flagged as a newly formed adviser, a pension consultant, a related adviser to another entity, or as having other common advisory specializations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Moeez Ansari
President and Chief Investment OfficerCRD 4053253
Contacts
3 of 12
Javaid Ansari
Executive Vice PresidentCRD 4726785

Elmer Salvador
Vice President, Operations & ComplianceCRD 4331455
John Baffa
Relationship ManagerCRD 1063193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 1801 Dove St
- Time zone
- PT (UTC-8)
- Office locations
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