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Building 2TESSARA FINANCIAL ADVISORS, INC.

Map pinSAN BRUNO, CA
Phone650-266-8000
NotebookSEC #801-68047
Total AUM
$40.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 BAY HILL DRIVE
SUITE 170
SAN BRUNO
CA 94066
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
650-266-8000

ReceiptFinancials

Total AUM
$40.1M
Accounts
107
Discretionary
$850K
Accounts
2
Non-Discretionary
$39.3M
Accounts
105

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Cause of Denial/SuspensionSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CA

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

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