COMPAK SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
14
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 indicated as individual ownership. The firm is classified as "unclassified" in the available dataset and is not identified as a capital allocator. The record also flags that Compak Securities is not an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. The dataset does not disclose the firm's advisory activities, fee structure, client segments, or specific business lines.

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

    President and Chief Investment OfficerCRD 4053253

Contacts

3 of 13
  • JAVAID ANSARI

    Executive Vice PresidentCRD 4726785

  • ELMER SALVADOR

    Vice President, Operations & ComplianceCRD 4331455

  • JOHN BAFFA

    Relationship ManagerCRD 1063193

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth