Measured Risk Portfolios

Measured Risk Portfolios (CRD# 141422) is a financial advisory firm headquartered in San Diego, CA. They manage $239,975,906 in 1,059 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    1,059
    ACCOUNTS
  • Average Account Value
    $226,606
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, IL, MD, NV, OR, PA, TX, WA

Financial Advisors at Measured Risk Portfolios
Showing 1 - 3 of 3 top financial advisors.
1
Lawrence D. Kriesmer
CRD#: 1574511
5230 Carroll Canyon Road, Suite 224, 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 32 years of experience in the finance industry.

2
Sarah L. Stallins
CRD#: 5388048
5230 Carroll Canyon Road, #224, San Diego, CA 92121

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.

3
Bernard A. Surovsky
CRD#: 2750659
5230 Carroll Canyon Road, Suite 224, 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 27 years of experience in the finance industry.

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