COMPAK ASSET MANAGEMENT

1801 Dove Street
Newport Beach, California 92660
Tel: (800) 388-9700

About COMPAK ASSET MANAGEMENT

COMPAK ASSET MANAGEMENT, formally registered with the SEC as COMPAK ASSET MANAGEMENT. The firm was established in 11/06/2000. They have over 2 offices throughout the country.

COMPAK ASSET MANAGEMENT is a Newport Beach, California based Financial Planning firm with nearly $1,078,731,632 assets under management, offering retirement planning & investment advisory services to 3027 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109930
SEC#	801-58081
Assets Managed by Firm	$1,078,731,632
No. of Clients	3027
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Commission Based
Other (ACCOUNT MAINTENANCE FEE OF $45 PER CALENDAR QUARTER SEE SCHED D)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3027	$1,078,731,632
Individuals (other than high net worth individuals)	406	$97,469,591
High net worth individuals	644	$960,044,977
Corporations or other businesses	6	$21,217,064

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