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Compak Asset Management
- Financial Advising
- Newport Beach, CA
About this business
Investment Advisory ServiceFinancial Planning & Investments
Location details
1801 Dove St, Newport Beach, CA, 92660, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’ve been listening to Mo and J’s Market Wrap podcast awhile, and I always enjoy it. The succinct summaries of market trends to look for and be aware of has helped steer me where the smart money is heading. Mo money, indeed.
They don't care about their client seemed to be making trades in my account that made no sense or money. I can only assume that they were receiving some sort of commission from these trades. They did not even beat the SP 500 in the 2 past years 2022-23. They no longer have my money to mismanage.
I had an awful experience with Compak Asset Management. I opened my account at a bad time in the market. It was during a bear market after a big bear market rally. I was concerned because the relationship manager did massive buying at that time, and he had me 80% invested in stocks. I emailed my concern to him. He later called me and said I should never email a complaint because the emails are sent throughout the company and read by the Compliance department. Another time I emailed my concern to an officer of the company. On... read more
Frequently asked questions about Compak Asset Management
How is Compak Asset Management rated?
Compak Asset Management has a 3.6 star rating with 10 reviews.
When is Compak Asset Management open?
Compak Asset Management is closed now. It will open at 9:00 a.m.
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