President · Compak Asset Management
Moeez U. Ansari
CRD 4053253 · Named on Form ADV at one SEC-registered adviser
At a glance
Compak Asset Management, an SEC-registered wealth manager based in Newport Beach, CA with $1.5 billion in regulatory assets, lists Moeez U. Ansari on its Form ADV as President, a control person.
Firms and roles
- Compak Asset ManagementPresidentWealth manager · Newport Beach, CA · $1.5B in regulatory assets
AtlasMembers
Moeez’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Feroz U. AnsariCCO / Senior Principal, Compak Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Moeez’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.