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).

Current Firm Details
5230 Carroll Canyon Road, #224, San Diego, CA 92121
http://www.kingsroadinc.com
By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    1,276
    ACCOUNTS
  • Average Account Value
    $233,424
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, CO, FL, GA, HI, ID, IL, MD, NV, NY, OR, PA, TX, VA, WA

Financial Advisors at Measured Risk Portfolios
Showing 1 - 3 of 3 top financial advisors.
1
Lawrence Kriesmer, financial advisor San Diego CA
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 Stallins, financial advisor San Diego CA
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 Surovsky, financial advisor San Diego CA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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