Obel Financial Advisors
Obel Financial Advisors (CRD# 155640) is a financial advisory firm headquartered in Burlingame, CA. They manage $360,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Obel Financial Advisors
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$72,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Obel Financial Advisors
1
Emmanuel Obel (CRD# 4865822) is an Investment Advisor Representative working at Obel Financial Advisors in Burlingame, CA and has over 19 years of experience in the finance industry.
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