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 has been SEC-registered since 2003. Ownership is recorded as individual control and the firm is classified as unclassified in the available data. The dataset indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm supplied very limited public detail on business lines, client types, fee models or advisory activities. That lack of disclosure makes it difficult to assess target clientele or the scale and scope of investment management or advisory programs from the available record.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Moeez Ansari

    Moeez Ansari

    President and Chief Investment OfficerCRD 4053253

Contacts

3 of 12
  • Imran Ansari

    Imran Ansari

    Vice PresidentCRD 5823704

  • Yekaterina Galkina

    Yekaterina Galkina

    Vice PresidentCRD 5124720

  • Elmer Salvador

    Elmer Salvador

    Vice President, Operations & ComplianceCRD 4331455

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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