Measured Risk Portfolios

Measured Risk Portfolios (CRD# 141422) is a financial advisory firm headquartered in San Diego, CA. They manage $125,654,725 in 705 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
5405 Morehouse Drive, Suite 230, San Diego, CA 92121
http://www.kingsroadinc.com
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $178,234
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, HI, ID, IL, LA, MD, MN, NE, NJ, NV, OH, OR, PA, TX, VA, WA

Financial Advisors at Measured Risk Portfolios
Showing 1 - 2 of 2 top financial advisors.
1
Deloria Bauer, financial advisor San Diego CA
Deloria D. Bauer
CRD#: 723138
5405 Morehouse Drive, Suite 230, San Diego, CA 92121
83
Wealthminder
score

Deloria Bauer (CRD# 723138) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 17 years of experience in the finance industry.

2
David Novak, financial advisor San Diego CA
David P. Novak
CRD#: 1772749
5405 Morehouse Drive, Suite 230, San Diego, CA 92121
81
Wealthminder
score

David Novak (CRD# 1772749) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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