← Back to search
OBEL FINANCIAL ADVISORS
OBEL, EMMANUEL
CRD 155640
425 N. EL CAMINO REAL, #313, SAN MATEO, CA, 94401, United States
Phone
415-879-0057
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsPRODUCT BASED ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.1M |
Official SEC filing: View on IAPD