Imran
Ansari
Compak Asset Management
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About this Advisor
Imran Ansari is a financial advisor based in Newport Beach, California, working with Compak Asset Management. Imran has previously held positions at Compak Securities Inc and Compak Asset Management. Imran has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Colorado, Nevada, New York, Oregon, Texas, and Washington. Currently, Imran is part of Compak Asset Management, which operates out of Newport Beach, California. The firm has 1 office and 18 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Compak Asset Management includes asset-based, hourly, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compak Asset Management Brokerage Details
$1,078,731,632
18
3,027
$356,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Imran Ansari Work History
Compak Securities Inc
Compak Asset Management
Disclosures
Please visit the SEC profile of Imran Ansari 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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