Compak Asset Management

Open

(20)

Call

Website

Photos

1801 Dove St

Newport Beach, CA 92660

+1 (949) 679-2500

http://www.compak.com

Compak Asset Management, headquartered in Newport Beach, CA, is an SEC-registered investment advisor known for its comprehensive wealth management services. Founded in 1999, the firm is dedicated to empowering clients to manage and grow their wealth while safeguarding their legacies through a diverse team of experienced financial professionals.

The company offers a range of services, including wealth management, financial planning, tax optimization, and alternative investments, tailored to meet the unique needs of over a thousand households across 37 states. Compak prides itself on its fiduciary duty, blending the personalized approach of a boutique firm with the resources of an established leader in the financial industry.

Generated from the website

Also at this address

Market Wrap

Rapidtext

Reviews

4.020 reviews

Rusty G.

11/8/2023

My wife and I chose Compak Asset Management as our money managers in 2016 after we realized we had over 14 retirement accounts and no idea what our asset allocation really was. They rebalanced our...

Read more on Yelp

Karin C.

6/5/2024

Shortly after relocating to Arizona, my husband and I transferred our portfolio to the very capable hands of Compak Asset Management. It is a decision that has served us well under some very...

Read more on Yelp

Jerry G.

7/9/2023

I had an awful experience with Compak. The problem was with the relationship manager, not the company as a whole. He was a loud-mouthed, blustery, boorish, condescending person, and it ended up...

Read more on Yelp

Dave N.

10/7/2020

I was an advisor with Compak until 2013. Probably the very best at what they do. Some people may have issues with performance on a occasion, but that is typical of any money management firm....

Read more on Yelp

Rick H.

10/29/2020

I posted a review of Compak three years ago, complimenting them on their performance. The fact that I am still a client confirms the continuing confidence I have in them to manage my portfolio....

Read more on Yelp

Own this business?

See a problem?

Business services, nec, nec, Services, nec, nec, Investment advisory service

Buffalo Capital Corporation

"Me and my family have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial..."