COMPAK ASSET MANAGEMENT
CRD #109930 SEC #801-58081 NEWPORT BEACH, CA (800) 388-9700
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
18
Clients
101
Accounts
3,264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.2B | $33M | 18 | 1 |
| Mar 2024 | $1.1B | $1B | $34.3M | 18 | 1 |
| Mar 2023 | $895M | $867.4M | $27.6M | 18 | 5 |
| Mar 2022 | $993.3M | $984.3M | $9M | 18 | 5 |
| Jan 2022 | $816.8M | $814.4M | $2.5M | 17 | 1,041 |
| Mar 2021 | $816.8M | $814.4M | $2.5M | 17 | 1,041 |
| Jun 2020 | $682.3M | $682.3M | $0 | 17 | 994 |
| May 2020 | $682.3M | $682.3M | $0 | 17 | 994 |
| Mar 2020 | $682.3M | $682.3M | $0 | 17 | 994 |
| Mar 2019 | $522.2M | $522.2M | $0 | 17 | 896 |
| Jun 2018 | $501.2M | $501.2M | $0 | 18 | 1 |
| Mar 2018 | $501.2M | $501.2M | $0 | 18 | 1 |
| Sep 2017 | $417.4M | $417.4M | $0 | 18 | 800 |
| Jul 2017 | $417.4M | $417.4M | $0 | 18 | 800 |
| Jul 2017 | $417.4M | $417.4M | $0 | 18 | 800 |
| Jul 2017 | $417.4M | $417.4M | $0 | 18 | 800 |
| Mar 2017 | $417.4M | $417.4M | $0 | 18 | 800 |
| Feb 2017 | $417.4M | $417.4M | $0 | 18 | 800 |
| Oct 2016 | $386M | $386M | $0 | 18 | 800 |
| Aug 2016 | $386M | $386M | $0 | 18 | 800 |
| Jun 2016 | $386M | $386M | $0 | 18 | 800 |
| Feb 2016 | $386M | $386M | $0 | 18 | 800 |
| Feb 2016 | $386M | $386M | $0 | 18 | 800 |
| Jan 2016 | $412.9M | $412.9M | $0 | 17 | 880 |
| Mar 2015 | $412.9M | $412.9M | $0 | 17 | 880 |
| Sep 2014 | $392.9M | $392.9M | $0 | 19 | 880 |
| May 2014 | $392.9M | $392.9M | $0 | 19 | 880 |
| Apr 2014 | $392.9M | $392.9M | $0 | 19 | 880 |
| Mar 2014 | $392.9M | $392.9M | $0 | 19 | 880 |
| Jan 2014 | $376.8M | $376.8M | $0 | 20 | 1,800 |
| Dec 2013 | $376.8M | $376.8M | $0 | 20 | 1,800 |
| Oct 2013 | $376.8M | $376.8M | $0 | 20 | 1,800 |
| Sep 2013 | $376.8M | $376.8M | $0 | 30 | 1,800 |
| Apr 2013 | $503.5M | $503.5M | $0 | 30 | 1,800 |
| Feb 2013 | $576.1M | $576.1M | $0 | 30 | 1,700 |
| Jan 2013 | $576.1M | $576.1M | $0 | 30 | 1,700 |
| Oct 2012 | $576.1M | $576.1M | $0 | 11 | 1,700 |
| Sep 2012 | $576.1M | $576.1M | $0 | 11 | 1,700 |
| Aug 2012 | $576.1M | $576.1M | $0 | 11 | 1,700 |
| Apr 2012 | $576.1M | $576.1M | $0 | 11 | 1,700 |
| Mar 2012 | $576.1M | $576.1M | $0 | 11 | 1,700 |
| Jun 2011 | $563.6M | $563.6M | $0 | -- | -- |
| Mar 2011 | $563.6M | $563.6M | $0 | -- | -- |
| Nov 2010 | $545.1M | $545.1M | $0 | -- | -- |
| Mar 2010 | $545.1M | $545.1M | $0 | -- | -- |
| Oct 2009 | $562.1M | $562.1M | $0 | -- | -- |
| Sep 2008 | $696.6M | $696.6M | $0 | -- | -- |
| Dec 2007 | $754.6M | $754.6M | $0 | -- | -- |
| Dec 2007 | $754.6M | $754.6M | $0 | -- | -- |
| Sep 2007 | $724.1M | $724.1M | $0 | -- | -- |
| Mar 2007 | $623.2M | $623.2M | $0 | -- | -- |
| Mar 2006 | $560.8M | $560.8M | $0 | -- | -- |
| Jun 2004 | $394.7M | $394.7M | $0 | -- | -- |
| Jun 2004 | $361.4M | $361.4M | $0 | -- | -- |
| Apr 2002 | $174.3M | $174.3M | $0 | -- | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$33M
Employees18
Clients1
DateMar 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$34.3M
Employees18
Clients1
DateMar 2023
Total AUM$895M
Discretionary$867.4M
Non-Disc.$27.6M
Employees18
Clients5
DateMar 2022
Total AUM$993.3M
Discretionary$984.3M
Non-Disc.$9M
Employees18
Clients5
DateJan 2022
Total AUM$816.8M
Discretionary$814.4M
Non-Disc.$2.5M
Employees17
Clients1,041
DateMar 2021
Total AUM$816.8M
Discretionary$814.4M
Non-Disc.$2.5M
Employees17
Clients1,041
DateJun 2020
Total AUM$682.3M
Discretionary$682.3M
Non-Disc.$0
Employees17
Clients994
DateMay 2020
Total AUM$682.3M
Discretionary$682.3M
Non-Disc.$0
Employees17
Clients994
DateMar 2020
Total AUM$682.3M
Discretionary$682.3M
Non-Disc.$0
Employees17
Clients994
DateMar 2019
Total AUM$522.2M
Discretionary$522.2M
Non-Disc.$0
Employees17
Clients896
DateJun 2018
Total AUM$501.2M
Discretionary$501.2M
Non-Disc.$0
Employees18
Clients1
DateMar 2018
Total AUM$501.2M
Discretionary$501.2M
Non-Disc.$0
Employees18
Clients1
DateSep 2017
Total AUM$417.4M
Discretionary$417.4M
Non-Disc.$0
Employees18
Clients800
DateJul 2017
Total AUM$417.4M
Discretionary$417.4M
Non-Disc.$0
Employees18
Clients800
DateJul 2017
Total AUM$417.4M
Discretionary$417.4M
Non-Disc.$0
Employees18
Clients800
DateJul 2017
Total AUM$417.4M
Discretionary$417.4M
Non-Disc.$0
Employees18
Clients800
DateMar 2017
Total AUM$417.4M
Discretionary$417.4M
Non-Disc.$0
Employees18
Clients800
DateFeb 2017
Total AUM$417.4M
Discretionary$417.4M
Non-Disc.$0
Employees18
Clients800
DateOct 2016
Total AUM$386M
Discretionary$386M
Non-Disc.$0
Employees18
Clients800
DateAug 2016
Total AUM$386M
Discretionary$386M
Non-Disc.$0
Employees18
Clients800
DateJun 2016
Total AUM$386M
Discretionary$386M
Non-Disc.$0
Employees18
Clients800
DateFeb 2016
Total AUM$386M
Discretionary$386M
Non-Disc.$0
Employees18
Clients800
DateFeb 2016
Total AUM$386M
Discretionary$386M
Non-Disc.$0
Employees18
Clients800
DateJan 2016
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees17
Clients880
DateMar 2015
Total AUM$412.9M
Discretionary$412.9M
Non-Disc.$0
Employees17
Clients880
DateSep 2014
Total AUM$392.9M
Discretionary$392.9M
Non-Disc.$0
Employees19
Clients880
DateMay 2014
Total AUM$392.9M
Discretionary$392.9M
Non-Disc.$0
Employees19
Clients880
DateApr 2014
Total AUM$392.9M
Discretionary$392.9M
Non-Disc.$0
Employees19
Clients880
DateMar 2014
Total AUM$392.9M
Discretionary$392.9M
Non-Disc.$0
Employees19
Clients880
DateJan 2014
Total AUM$376.8M
Discretionary$376.8M
Non-Disc.$0
Employees20
Clients1,800
DateDec 2013
Total AUM$376.8M
Discretionary$376.8M
Non-Disc.$0
Employees20
Clients1,800
DateOct 2013
Total AUM$376.8M
Discretionary$376.8M
Non-Disc.$0
Employees20
Clients1,800
DateSep 2013
Total AUM$376.8M
Discretionary$376.8M
Non-Disc.$0
Employees30
Clients1,800
DateApr 2013
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees30
Clients1,800
DateFeb 2013
Total AUM$576.1M
Discretionary$576.1M
Non-Disc.$0
Employees30
Clients1,700
DateJan 2013
Total AUM$576.1M
Discretionary$576.1M
Non-Disc.$0
Employees30
Clients1,700
DateOct 2012
Total AUM$576.1M
Discretionary$576.1M
Non-Disc.$0
Employees11
Clients1,700
DateSep 2012
Total AUM$576.1M
Discretionary$576.1M
Non-Disc.$0
Employees11
Clients1,700
DateAug 2012
Total AUM$576.1M
Discretionary$576.1M
Non-Disc.$0
Employees11
Clients1,700
DateApr 2012
Total AUM$576.1M
Discretionary$576.1M
Non-Disc.$0
Employees11
Clients1,700
DateMar 2012
Total AUM$576.1M
Discretionary$576.1M
Non-Disc.$0
Employees11
Clients1,700
DateJun 2011
Total AUM$563.6M
Discretionary$563.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$563.6M
Discretionary$563.6M
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$545.1M
Discretionary$545.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$545.1M
Discretionary$545.1M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$562.1M
Discretionary$562.1M
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$696.6M
Discretionary$696.6M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$724.1M
Discretionary$724.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$623.2M
Discretionary$623.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$560.8M
Discretionary$560.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$361.4M
Discretionary$361.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees--
Clients--