Elmer
Salvador
Compak Asset Management
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About this Advisor
Elmer Salvador is a financial advisor based out of Newport Beach, California with 19 years of relevant experience. Salvador is an employee of Compak Asset Management. Their career trajectory has included roles at Compak Asset Management and Compak Securities. Salvador has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California and Nevada. Compak Asset Management is a financial advisory business operating out of Newport Beach, CA. It has a total of 18 employees. It oversees $895 million in assets under management between its 2,670 customer accounts, making it one of the larger firms in the country by assets under management. Of its 2,670 client accounts, 59% are associated with high-net-worth individuals who have at least $1 million in assets. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. Fee types billed by Compak Asset Management likely are comprised of asset-based, hourly, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compak Asset Management Brokerage Details
$895,045,757
18
2,670
$335,223
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Elmer Salvador Work History
Elmer has been registered as a financial advisor for 19 years.*
Compak Asset Management
Compak Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elmer Salvador to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compak Asset Management
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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