Moeez Ul-haq Ansari
Investment adviser representative at Compak Asset Management
27 yearsExperience
21 statesRegistered in
$1.5BFirm assets
25 yearsFirm in business
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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
27 years in the industry.
- Compak Securities Inc.Dec 2002 to now
- Compak Asset ManagementDec 1999 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 21 states (AZ, CA, CO, HI, IA, ID, IL, IN, MD, MI, MN, NC, NM, NV, NY, OH, OR, TX, VA, WA, WI).
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
- 4053253
- Firm CRD
- 109930