Kobata Financial

Overview

Kobata Financial is a California-based sole proprietorship that provides fee-for-service financial planning and operates in brokerage and insurance channels. The firm’s business activities are recorded as a registered representative of a broker-dealer and as an insurance broker; advisory services are limited to financial planning rather than ongoing discretionary portfolio management. Fees are charged on hourly and fixed-fee bases. The organization is owned by an individual and is classified in the source data as unclassified. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices