Measured Risk Portfolios
Measured Risk Portfolios (CRD# 141422) is a financial advisory firm headquartered in San Diego, CA. They manage $160,000,000 in 674 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management160MILLION
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Total Number of Accounts674ACCOUNTS
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Average Account Value$237,389
- 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")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, IL, LA, MD, MN, NE, NJ, NV, OH, 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 27 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 21 years of experience in the finance industry.
Deloria Bauer (CRD# 723138) is an Investment Advisor Representative working at Measured Risk Portfolios in San Diego, CA and has over 18 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 9 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 6 years of experience in the finance industry.