Compak Asset Management Employee Directory

Financial ServicesUnited States11-50 Employees

Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions.

Get our weekly market updates at https://www.youtube.com/c/CompakAssetManagement/.

Learn more by visiting https://compak.com/disclosure/.

For full disclosures, please visit https://compak.com/disclosure/.

Find Compak Asset Management employees' phone numbers or email addresses

Compak Asset Management Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

Compak Asset Management's Leadership

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    E. B.
    Vice President Of Operations And Compliance
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    E. B.
    Vice President Of Operations
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    J. B.
    President
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    E. G.
    Regional Vice President/Senior Relationship Manager
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    D. W.
    Assistant To The Executive Director
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    N. D.
    Wealth Manager
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    L. H.
    Executive Assistant Senior Operations Executive
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    E. G.
    Financial Advisor
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Contact profiles from Compak Asset Management

Name
Title
Contact Info
Location
Last Update
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    J. B.
    President
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    Oct 16, 2024
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    E. G.
    Regional Vice President/Senior Relationship Manager
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    United StatesArizona
    Oct 21, 2025
  • Stylized image of a person
    E. B.
    Vice President Of Operations And Compliance
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    E. B.
    Vice President Of Operations
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    Oct 17, 2024
  • Stylized image of a person
    D. W.
    Assistant To The Executive Director
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    Oct 17, 2024
  • Stylized image of a person
    N. D.
    Wealth Manager
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    Oct 21, 2024
  • Stylized image of a person
    L. H.
    Executive Assistant Senior Operations Executive
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    Oct 21, 2024
  • Stylized image of a person
    E. G.
    Financial Advisor
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    United StatesArizona
    Oct 21, 2025
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    B. O.
    Executive Producer
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    Oct 16, 2024
  • Stylized image of a person
    A. M.
    Phone icon
    Jul 04, 2024

Frequently Asked Questions

What is Compak Asset Management known for?

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Compak Asset Management operates in the Financial Services industry. The company's main headquarters is located in 1801 Dove Street, Newport Beach, CA 92660, US; you can contact the main corporate office by phone at . Explore Compak Asset Management's company overview page for more information.

What is Compak Asset Management's most common email format?

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Compak Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compak Asset Management email formats with LeadIQ.

How many employees does Compak Asset Management have currently?

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Compak Asset Management has approximately 18 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Compak Asset Management's key employees and leadership?

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As of October 2025, Compak Asset Management's key employees include:

  • Vice President Of Operations And Compliance: E. B.
  • Vice President Of Operations: E. B.
  • President: J. B.
  • Regional Vice President/Senior Relationship Manager: E. G.
  • Assistant To The Executive Director: D. W.

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