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Business Profile

Investment Advisory Services

Compak Trading Company

This business is NOT BBB Accredited.

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Customer Review Ratings

1

Average of 1 Customer Review

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Review Details

  • Jerry G

    Date: 04/30/2024

    I had an awful experience with Compak Asset Management. They are a wealth management firm. The problem was with the relationship manager, *******************. His behavior was unprofessional and harmful. The owner of the company is *******************.I opened my account at a bad time in the market. It was during a bear market after a bear market rally. I was concerned because the relationship manager, *******************, did massive buying at that time. I emailed my concern to ****. He later called me and said I should never email a complaint because the emails are sent throughout the company and read by the ********************** Another time I emailed my concern to another officer of the company. Once again ******************* called me and said that causes problems because it goes to Compliance. He told me never to email my concerns to the company because it goes to Compliance and causes all sorts of problems.A few months later I received a mass email from Compak inviting me to a webinar about the market. I emailed a reply saying I didn't think it would do much good. I never even mentioned ****. The next day I received a call at work from *******************. He yelled at me, insulted me, and berated me. He repeatedly called me a moron and shouted that I am the dumbest person he ever met in his life. I was at work at the time, so I was very polite. But, he was loud and insulting. It was very unprofessional

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