KOBATA FINANCIAL

KOBATA, NELSON M.

CRD 112001

4555 EL CAMINO REAL SUITE E, ATASCADERO, CA, 93422, United States

Phone

805-460-0597

Fax

805-460-0538

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-29

Disciplinary history

Services

Financial planning

Official SEC filing: View on IAPD