Kobata Financial

Overview

Kobata Financial is a sole-proprietorship wealth practice run by an individual owner. The firm operates as a registered representative of a broker-dealer and as an insurance broker, and it offers financial planning services rather than acting as a capital allocator or providing institutional pension consulting. Its advisory engagement is fee-based using hourly charges and fixed-fee arrangements. Kobata Financial is not characterized as an active ESG investor, is not a multi-state adviser, and is not identified as a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices