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).

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 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 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.

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