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Compak Asset Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Compak Asset Management operates as an independent wealth manager within the financial services sector. Based in Newport Beach, California, the firm provides customized portfolio construction and retirement planning solutions for its clients. It is described as award-winning in its field.

The company serves clients seeking tailored investment and retirement strategies, supported by a small professional team. It maintains full disclosures on its website and shares weekly market updates through a YouTube channel.

Find Compak Asset Management employees' phone numbers or email addresses

Compak Asset Management Global Highlights

Location
Employees

North America
40

Minus sign iconPlus sign icon
  • United States Of America
    40

Compak Asset Management's Leadership

  • Vice President Of Operations And Compliance at Compak Asset Management
    E. B.
    Vice President Of Operations And Compliance
    Mobile Phone
  • Vice President Of Operations at Compak Asset Management
    E. B.
    Vice President Of Operations
    Mobile Phone
  • President at Compak Asset Management
    J. B.
    President
    Mobile Phone
  • Wealth Manager at Compak Asset Management
    N. D.
    Wealth Manager
    Mobile Phone
  • Executive Assistant Senior Operations Executive at Compak Asset Management
    L. H.
    Executive Assistant Senior Operations Executive
    Mobile Phone
  • Executive Producer at Compak Asset Management
    B. O.
    Executive Producer
    Mobile Phone
  • Assistant To The Executive Director at Compak Asset Management
    D. W.
    Assistant To The Executive Director
    Mobile Phone
  • Employee at Compak Asset Management
    A. M.
    Mobile Phone

Compak Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Community & Social Services
  • Sales
  • Other

Contact profiles from Compak Asset Management

Name
Title
Contact
Location
Last Update
  • President at Compak Asset Management
    J. B.
    President
    Mobile Phone
    Oct 16, 2024
  • Vice President Of Operations And Compliance at Compak Asset Management
    E. B.
    Vice President Of Operations And Compliance
    Mobile Phone
    Oct 17, 2024
  • Vice President Of Operations at Compak Asset Management
    E. B.
    Vice President Of Operations
    Mobile Phone
    Oct 17, 2024
  • Wealth Manager at Compak Asset Management
    N. D.
    Wealth Manager
    Mobile Phone
    Oct 21, 2024
  • Executive Assistant Senior Operations Executive at Compak Asset Management
    L. H.
    Executive Assistant Senior Operations Executive
    Mobile Phone
    Oct 21, 2024
  • Executive Producer at Compak Asset Management
    B. O.
    Executive Producer
    Mobile Phone
    Oct 16, 2024
  • Assistant To The Executive Director at Compak Asset Management
    D. W.
    Assistant To The Executive Director
    Mobile Phone
    Oct 17, 2024
  • Employee at Compak Asset Management
    A. M.
    Mobile Phone
    Dec 12, 2025
  • Employee at Compak Asset Management
    J. T.
    Mobile Phone
    Mar 22, 2024
  • Employee at Compak Asset Management
    J. B.
    Mobile Phone
    Jun 25, 2025

Frequently Asked Questions

What is Compak Asset Management known for?

Minus sign iconPlus sign iconCompak Asset Management operates in the Financial Services industry. You can contact Compak Asset Management's main corporate office by phone at
+1-949-679-****
. Explore Compak Asset Management's company overview page for more information.

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

Minus sign iconPlus sign iconCompak Asset Management employees' email format typically follows the pattern of FLast@compak.com. 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?

Minus sign iconPlus sign iconCompak Asset Management has approximately 24 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 2026, Compak Asset Management's key employees include:

  • Vice President Of Operations And Compliance: E. B.
  • Vice President Of Operations: E. B.
  • President: J. B.
  • Wealth Manager: N. D.
  • Executive Assistant Senior Operations Executive: L. H.

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