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Compak Asset Management

Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions. Get our weekly market updates at Learn more by visiting https://compak.com/disclosure/. For full disclosures, please visit https://compak.com/disclosure/.

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HeadquartersNewport Beach, United StatesEmployees18(11 to 50)Annual revenue$10M to <$50MWebsitecompak.comLinkedIn profileLinkedIn

Verified contacts

11

available on Kipplo

LinkedIn employees

18

11 to 50 range

Open roles

no listings

Distinct roles

10

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

11 contacts with verified email or phone · masked until revealed.

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Top roles at Compak Asset Management

10 distinct titles indexed · top 10 shown.

  • 1associate wealth advisor
  • 1executive vice president
  • 1financial planning analyst
  • 1operations executive
  • 1operator
  • 1president & chief investment officer
  • 1project associate intern
  • 1senior financial planner
  • 1vice president of trading & marketing
  • 1vice president wealth management

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