OBEL FINANCIAL ADVISORS

OBEL FINANCIAL ADVISORS of SAN MATEO, CA is an SEC-registered investment adviser (CRD 155640). Regulatory assets under management: $1.1M.

Registration

• CRD: 155640
• Type: Registered investment adviser
• Location: 425 N. EL CAMINO REAL, SAN MATEO, CA, 94401
• Phone: 415-879-0057
• Latest filing: 2026-03-27
• Regulatory AUM: $1.1M
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155640 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search