Measured Risk Portfolios

Measured Risk Portfolios (CRD# 141422) is a financial advisory firm headquartered in San Diego, CA. They manage $160,000,000 in 674 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    674
    ACCOUNTS
  • Average Account Value
    $237,389
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")
  • Pension consulting services
  • 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, FL, HI, ID, IL, LA, MD, MN, NE, NJ, NV, OH, OR, PA, TX, VA, WA

Financial Advisors at Measured Risk Portfolios
Showing 1 - 5 of 5 top financial advisors.
1
Lawrence D. Kriesmer
CRD#: 1574511
5405 Morehouse Drive, Suite 230, San Diego, CA 92121
96
Wealthminder
score

Lawrence Kriesmer (CRD# 1574511) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 27 years of experience in the finance industry.

2
Bernard A. Surovsky
CRD#: 2750659
5405 Morehouse Drive, Suite 230, San Diego, CA 92121
93
Wealthminder
score

Bernard Surovsky (CRD# 2750659) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 21 years of experience in the finance industry.

3
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 18 years of experience in the finance industry.

4
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 9 years of experience in the finance industry.

5
Sarah L. Stallins
CRD#: 5388048
5405 Morehouse Drive, Suite 230, San Diego, CA 92121
81
Wealthminder
score

Sarah Stallins (CRD# 5388048) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 6 years of experience in the finance industry.

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