Tessara Financial Advisors, Inc. is an adviser based in San Bruno. It manages $40.12 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.
Tessara Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tessara Financial Advisors, Inc. is $40.12 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tessara Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lawrence Allen Krause has been acting as President since 1 Jun 1979. John Kenneth Durden joined the executive team most recently as the Compliance Associate.
The principal office where Tessara Financial Advisors, Inc. performs its advisory services is located at 1001 Bay Hill Drive, San Bruno, CA 94066, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-266-8000 or by fax 650-266-8050. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.tessaraadvisors.com.