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 recorded in FINTRX as an SEC-registered corporate entity first registered in 2003 and owned by an individual. The firm’s profile is classified as “unclassified” in the dataset and it does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX contains very limited disclosure about the firm’s business lines, advisory activities, fee structure or target client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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
  • Imran Ansari

    Imran Ansari

    Vice PresidentCRD 5823704

  • Yekaterina Galkina

    Yekaterina Galkina

    Vice PresidentCRD 5124720

  • Elmer Salvador

    Elmer Salvador

    Vice President, Operations & ComplianceCRD 4331455

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth