TESSARA FINANCIAL ADVISORS, INC.
CRD #113010 SEC #801-118106 LARKSPUR, CA 415-925-1100
SEC Registered
Total AUM
$177.8M
Discretionary
$173.1M
Employees
2
Clients
51
Accounts
254
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $186.8M | $186.1M | $735K | 2 | 0 |
| Mar 2021 | $177.8M | $173.1M | $4.7M | 2 | 0 |
| Feb 2021 | $177.8M | $173.1M | $4.7M | 2 | 0 |
| Sep 2020 | $115M | $114.2M | $734K | 2 | 0 |
| Jun 2020 | $115M | $114.2M | $734K | 2 | 0 |
| May 2020 | $115M | $114.2M | $734K | 2 | 0 |
| Feb 2020 | $115M | $114.2M | $734K | 2 | 0 |
| Jan 2020 | $115M | $114.2M | $734K | 2 | 0 |
| Jan 2020 | $115M | $114.2M | $734K | 2 | 0 |
| Jun 2012 | $40.1M | $850K | $39.3M | 1 | 26 |
| Jun 2012 | $40.1M | $850K | $39.3M | 1 | 26 |
| Feb 2012 | $44.5M | $0 | $44.5M | 1 | 26 |
| Dec 2011 | $44.5M | $0 | $44.5M | 1 | 101 |
| Nov 2011 | $44.5M | $0 | $44.5M | 1 | 101 |
| Jul 2011 | $44.5M | $0 | $44.5M | 5 | -- |
| Mar 2011 | $45M | $0 | $45M | 5 | -- |
| May 2010 | $45M | $0 | $45M | 5 | -- |
| Nov 2007 | $34M | $0 | $34M | 5 | -- |
| Oct 2007 | $34M | $0 | $34M | 5 | -- |
| Mar 2002 | $35M | $0 | $35M | 5 | -- |
| Jul 2001 | $35M | $0 | $35M | 5 | -- |
DateApr 2021
Total AUM$186.8M
Discretionary$186.1M
Non-Disc.$735K
Employees2
Clients0
DateMar 2021
Total AUM$177.8M
Discretionary$173.1M
Non-Disc.$4.7M
Employees2
Clients0
DateFeb 2021
Total AUM$177.8M
Discretionary$173.1M
Non-Disc.$4.7M
Employees2
Clients0
DateSep 2020
Total AUM$115M
Discretionary$114.2M
Non-Disc.$734K
Employees2
Clients0
DateJun 2020
Total AUM$115M
Discretionary$114.2M
Non-Disc.$734K
Employees2
Clients0
DateMay 2020
Total AUM$115M
Discretionary$114.2M
Non-Disc.$734K
Employees2
Clients0
DateFeb 2020
Total AUM$115M
Discretionary$114.2M
Non-Disc.$734K
Employees2
Clients0
DateJan 2020
Total AUM$115M
Discretionary$114.2M
Non-Disc.$734K
Employees2
Clients0
DateJan 2020
Total AUM$115M
Discretionary$114.2M
Non-Disc.$734K
Employees2
Clients0
DateJun 2012
Total AUM$40.1M
Discretionary$850K
Non-Disc.$39.3M
Employees1
Clients26
DateJun 2012
Total AUM$40.1M
Discretionary$850K
Non-Disc.$39.3M
Employees1
Clients26
DateFeb 2012
Total AUM$44.5M
Discretionary$0
Non-Disc.$44.5M
Employees1
Clients26
DateDec 2011
Total AUM$44.5M
Discretionary$0
Non-Disc.$44.5M
Employees1
Clients101
DateNov 2011
Total AUM$44.5M
Discretionary$0
Non-Disc.$44.5M
Employees1
Clients101
DateJul 2011
Total AUM$44.5M
Discretionary$0
Non-Disc.$44.5M
Employees5
Clients--
DateMar 2011
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateMay 2010
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateNov 2007
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateOct 2007
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateMar 2002
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateJul 2001
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--