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).
Total Assets Under Management126MILLION
Total Number of Accounts705ACCOUNTS
Average Account Value$178,234
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AZ, CA, HI, ID, IL, LA, MD, MN, NE, NJ, NV, OH, OR, PA, TX, VA, WA
Deloria Bauer (CRD# 723138) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 16 years of experience in the finance industry.
David Novak (CRD# 1772749) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 7 years of experience in the finance industry.