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Building 2TESSARA WEALTH

Map pinBURLINGAME, CA
Phone650-636-7526
NotebookSEC #801-132445
Total AUM
$162.4M
Employees
6
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 LORTON AVE
STE 216
BURLINGAME
CA 94010
United States
Operating Hours
8AM-5PM PST
Monday - Friday
Phone
650-636-7526
Other Offices
2

ReceiptFinancials

Total AUM
$162.4M
Accounts
456
Discretionary
$45.1M
Accounts
120
Non-Discretionary
$117.3M
Accounts
336

ContactClients

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Individual Clients
86
AUM
$27.7M
HNW Individual Clients
57
AUM
$134.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CAKSLAMIOHTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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