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 appears in FINTRX as an SEC-registered entity since 2003. The firm is listed as individually owned and is classified as "Unclassified" in the snapshot data. FINTRX flags it as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The platform does not provide a description of the firm’s client segments, fee model, or specific advisory and business activities.
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
Javaid Ansari
Executive Vice PresidentCRD 4726785

Elmer Salvador
Vice President, Operations & ComplianceCRD 4331455
John Baffa
Relationship ManagerCRD 1063193
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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