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COMPAK ASSET MANAGEMENT

NEWPORT BEACH, CA · CRD 109930 · IAPD ↗ · marketwrapwithmoe.com · (800) 388-9700

$1.52BRegulatory AUM
14Advisory reps
20Employees
0Clients
101-250Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2024 — COMPAK ASSET MANAGEMENT crossed $1B in regulatory AUM ($895.0M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.