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 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
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 1MOEEZ ANSARI
President and Chief Investment OfficerCRD 4053253
Contacts
3 of 13JAVAID 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
Similar firms
ALTITUDE CAPITAL GROUP LLC
Broker-DealerNEWPORT BEACH, CA
GLOBAL DIGITAL MARKETS
Broker-DealerNEWPORT BEACH, CA
THE COURTNEY GROUP, LLC
Broker-DealerNEWPORT BEACH, CA
TRITON PACIFIC CAPITAL, LLC
Broker-DealerNEWPORT BEACH, CA
BALANCED SECURITY PLANNING, INC.
Broker-DealerNEWPORT BEACH, CA
COURTLANDT SECURITIES CORPORATION
Broker-DealerNEWPORT BEACH, CA