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).
Total Assets Under Management151MILLION
Total Number of Accounts835ACCOUNTS
Average Account Value$181,328
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, IL, NE, NV, NY, OR, PA, TX, WA
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.
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.