Compak Securities, Inc.

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
125472
Registered since
September 3, 2003
Website
compak.com

Firm profile

FINTRX

Overview

Compak Securities, Inc. is organized as a corporation and appears in FINTRX as an SEC-registered entity since 2003. The firm is listed as individually owned and is classified as "Unclassified" in the snapshot data. FINTRX flags it as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The platform does not provide a description of the firm’s client segments, fee model, or specific advisory and business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Moeez Ansari

    Moeez Ansari

    President and Chief Investment OfficerCRD 4053253

Contacts

3 of 12
  • Javaid Ansari

    Javaid Ansari

    Executive Vice PresidentCRD 4726785

  • Elmer Salvador

    Elmer Salvador

    Vice President, Operations & ComplianceCRD 4331455

  • John Baffa

    Relationship ManagerCRD 1063193

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth