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, SEC-registered registered investment adviser organized as a corporation and in operation since 2014. The firm serves both individual and family clients as well as institutional relationships, and offers a mix of financial planning, portfolio management for individuals/small businesses and pooled investment vehicles, and pension consulting services. Measured Risk also conducts insurance-broker activities. Its fee arrangements include percentage-of-AUM billing, hourly charges, and the use of performance-based fees. The firm 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

  • 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

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 28

Active vs passive

$23.6M in ETFs

Passive

95%

$22.4M

Active

0%

$1.2M

ETFProviderStyleCategoryValueShares% of portfolio
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF)BondBloxxPassiveShort Government$5.1M101,91021.72%
Unlock additional holdings →

Location

Primary office

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

Similar firms

PATHVIEW WEALTH ADVISORS

RIA

SAN DIEGO, CA

AUM $583MTEAM 14REPS 7

STOLPER & CO., INC.

RIA

SAN DIEGO, CA

AUM $616MTEAM 2REPS 2

BOXER CAPITAL MANAGEMENT, LLC

RIA

SAN DIEGO, CA

AUM $578MTEAM 19REPS 4

HERITAGE WEALTH MANAGEMENT, INC.

RIA

SAN DIEGO, CA

AUM $643MTEAM 13REPS 7

WILLOW CREEK FINANCIAL

RIA

SAN DIEGO, CA

AUM $529MTEAM 7REPS 5

ARISTON SERVICES GROUP, LLC

RIA

SAN DIEGO, CA

AUM $527MTEAM 5REPS 2
More RIAs in SAN DIEGO →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth