Tessara Financial Advisors, Inc. (San Bruno)

Name: Tessara Financial Advisors, Inc.
Address: 1001 Bay Hill Drive, San Bruno, CA, 94066
Telephone: 650-266-8000

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.

Tessara Financial Advisors: assets under management

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 firm manages $850 thousand in discretionary accounts and $39.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $425 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $374.04 thousand.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tessara Financial Advisors, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Allen Krause	President	1 Jun 1979	Other	275153
Lawrence Allen Krause	Ceo/president	1 Mar 1980	Other	275153
Inc. Kw Financial Services	Beneficial owner	1 Aug 1981	75% - 100%	94-2744022
Inc. Kw Financial Services	Beneficial owner	1 Apr 1982	75% - 100%	94-2744022
Gisela Irmgard Lake	Chief compliance officer	1 Oct 1997	Other	1121376
Lawrence Allen Krause	President	1 Oct 1998	Other	275153
John Kenneth Durden	Compliance associate	1 Jun 2007	Other	860423

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Allen Krause	Owner	1 Aug 1981	75% - 100%	275153
Lawrence Allen Krause	Owner	1 Apr 1982	75% - 100%	275153

Based in San Bruno

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.