Compak Asset Management

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Compak Asset Management — overview

About

Compak Asset Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it provides include money management, financial planning, net worth planning, cash flow analysis, income tax planning, retirement planning, estate planning, risk management, insurance planning, and portfolio management. The wealth manager advises individuals, trusts, individual retirement plan accounts & trustees, and defined benefit plans.

Compak Asset Management - known decision makers (9)

Position	Location	Asset Class
Executive Vice President	Newport Beach, US	GEN
Financial Planning Analyst	Newport Beach, US	PEREPD
President & Chief Investment Officer	Newport Beach, US	GEN
Senior Principal & Portfolio Manager	Newport Beach, US	GEN
Vice President	Newport Beach, US	GEN

Showing 5 of 9 known decision makers Compak Asset Management

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