Measured Strategies LLC
Firm details
- Headquarters
- ,
- CRD number
- 288587
- Website
- www.measuredstrategies.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.23%
- Individuals3.77%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Measured Strategies LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on advising individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee billing options. Measured Strategies is not positioned as a capital allocator or a multi-state advisory platform, and it does not identify as an active ESG investor. The firm lists an accountant among its industry affiliations.
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
- Exchange Traded Equities88%
- Cash & Cash Equivalents11%
- State & Local Bonds1%
Contacts
2 of 2
John Gunther
Managing PartnerCRD 7214278

Esteban Hernandez
Managing PartnerCRD 4862852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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