Measured Risk Portfolios
Firm details
- Headquarters
- San Diego, California
- CRD number
- 141422
- Registered since
- August 14, 2014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI43.42%
- Individuals33.26%
- Investment Companies20.85%
- Insurance Companies1.58%
- Pension & Profit Sharing Plans0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Measured Risk Portfolios is an independent registered investment adviser organized as a corporation and active since 2014. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting. It also operates as an insurance broker. Its client billing mixes percentage-of-AUM fees with hourly charges and performance-based fee arrangements. The firm is not structured as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds50%
- Other23%
- Exchange Traded Equities13%
- Derivatives7%
- Public Funds/Mutual Funds6%
Owners & executives
2 of 2
Bernard Surovsky
Chief Investment OfficerCRD 2750659
Lawrence Kriesmer
Chairman, Chief Compliance OfficerCRD 1574511
Contacts
3 of 4
Andrew Clayton
Sales DirectorCRD 6992242
Anthony Bileddo
Sales DirectorCRD 8206137
Garrett Mancuso
Investment Sales DirectorCRD 7564599
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$45.9M in ETFs
50%
$23.1M
0%
$22.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MRP SYNTHEQUITY ETF (SNTH) | $22.9M | 768,817 | 49.76% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 5230 Carroll Canyon Rd
- Time zone
- PT (UTC-8)
- Office locations
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