Measured Risk Portfolios
Measured Risk Portfolios (CRD# 141422) is a financial advisory firm headquartered in San Diego, CA. They manage $297,849,184 in 1,276 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management298MILLION
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Total Number of Accounts1,276ACCOUNTS
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Average Account Value$233,424
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, FL, GA, HI, ID, IL, MD, NV, NY, OR, PA, TX, VA, WA
Lawrence Kriesmer (CRD# 1574511) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 32 years of experience in the finance industry.
Sarah Stallins (CRD# 5388048) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 12 years of experience in the finance industry.
Bernard Surovsky (CRD# 2750659) 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.