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
By the Numbers
-
Total Assets Under Management151MILLION
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Total Number of Accounts835ACCOUNTS
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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

Registered Investment Advisor
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
1
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 (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.
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