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 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
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
Imran Ansari
Vice PresidentCRD 5823704

Yekaterina Galkina
Vice PresidentCRD 5124720

Elmer Salvador
Vice President, Operations & ComplianceCRD 4331455
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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