Measured Risk Portfolios

RIASEC RegisteredEst. 2014
Total AUM
$597M
Discretionary
$571M
96% of AUM
Avg account
$373K
Accounts
1,601
Employees
13
Advisory reps
6

Firm details

Headquarters
San Diego, California
CRD number
141422
Registered since
August 14, 2014
Website
www.measuredriskportfolios.com
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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 50%, Other 23%, Exchange Traded Equities 13%, Derivatives 7%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 1%50%
  • US Government Bonds50%
  • Other23%
  • Exchange Traded Equities13%
  • Derivatives7%
  • Public Funds/Mutual Funds6%

Owners & executives

2 of 2
  • Lawrence Kriesmer

    Lawrence Kriesmer

    Chairman, Chief Compliance OfficerCRD 1574511

  • Bernard Surovsky

    Bernard Surovsky

    Chief Investment OfficerCRD 2750659

Contacts

3 of 4
  • Alexander Flecker

    Alexander Flecker

    Vice PresidentCRD 6523789

  • Andrew Clayton

    Andrew Clayton

    Sales DirectorCRD 6992242

  • Garrett Mancuso

    Garrett Mancuso

    Investment Sales DirectorCRD 7564599

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$69M in ETFs

Passive

67%

$46.2M

Active

0%

$22.8M

ETFProviderStyleCategoryValueShares% of portfolio
MRP SYNTHEQUITY ETF (SNTH)$22.9M768,81733.12%
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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
5230 Carroll Canyon Rd
Time zone
PT (UTC-8)
Office locations

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