Measured Strategies LLC

RIASEC Registered
Total AUM
$26M
Discretionary
$26M
100% of AUM
Avg account
$2M
Accounts
13
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
288587
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

FINTRX

Overview

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

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: Exchange Traded Equities 88%, Cash & Cash Equivalents 11%, State & Local Bonds 1%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents11%
  • State & Local Bonds1%

Contacts

2 of 2
  • John Gunther

    John Gunther

    Managing PartnerCRD 7214278

  • Esteban Hernandez

    Esteban Hernandez

    Managing PartnerCRD 4862852

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth