Measured Risk Portfolios

Measured Risk Portfolios (CRD# 141422) is a financial advisory firm headquartered in San Diego, CA. They manage $151,408,577 in 835 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
5405 Morehouse Drive, Suite 230, San Diego, CA 92121
https://www.linkedin.com/company/measured-risk-portfolios
By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    835
    ACCOUNTS
  • Average Account Value
    $181,328
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
  • 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, CO, FL, HI, IL, NE, NV, NY, OR, PA, TX, WA

Financial Advisors at Measured Risk Portfolios
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence Kriesmer, financial advisor San Diego CA
Lawrence D. Kriesmer
CRD#: 1574511
5405 Morehouse Drive, Suite 230, San Diego, CA 92121

Lawrence Kriesmer (CRD# 1574511) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 29 years of experience in the finance industry.

2
Bernard Surovsky, financial advisor San Diego CA
Bernard A. Surovsky
CRD#: 2750659
5405 Morehouse Drive, Suite 230, San Diego, CA 92121

Bernard Surovsky (CRD# 2750659) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 24 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 The information may be inaccurate, incomplete or outdated.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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