Feroz Ulhaq Ansari
Investment adviser representative at Compak Asset Management
24 yearsExperience
15 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- University of California IrvineJul 2019 to now
- Compak Securities,incDec 2002 to now
- Compak Asset ManagementJul 2002 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 15 states (AZ, CA, CO, HI, IL, IN, MD, MI, MN, NV, NY, OR, TX, VA, WA).
Compak Asset Management
$1.5BAssets managed
1,751Clients
16Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2304944
- Firm CRD
- 109930