$1.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2011
- Office Locations
- 1
Office Locations
425 N. EL Camino Real #313 SAN Mateo CA
About Obel Financial Advisors
Obel Financial Advisors is a SAN Mateo-based RIA. The firm has been operating for 15 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$1.1M AVG AUM / ADVISOR
$66.7K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
EMMANUEL OBEL
Chief Executive Officer, Founder, Owner
- CRD
- #4865822
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,067,000 | -- |
| Total | $1,067,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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