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 registered with the SEC since 2003. The firm is privately owned by an individual and is classified in FINTRX as "Unclassified." The dataset indicates Compak Securities is not designated as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Public filings and the FINTRX snapshot provide very limited detail on the firm's advisory services, client segments, investment philosophy, or business activities. That lack of disclosure constrains a clear read on how the firm positions itself in the market or the types of mandates it pursues.

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
  • 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

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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