Measured Risk Portfolios, Inc.
● SEC registered since 2014CRD 141422SEC# 801-80124San Diego, CA
Reg. AUM
$597.2M
Employees
13
Accounts
1,601
Location
San Diego, CA
About Measured Risk Portfolios
Measured Risk Portfolios is associated with Kingsroad Financial, which assembles professional teams to help clients pursue important financial goals. It offers personal service and attention to detail for clients using Measured Risk portfolio solutions.
Summary based on the firm’s website.
Measured Risk Portfolios, Inc. assets under management
Measured Risk Portfolios, Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2014. It reports $597.2 million in regulatory assets under management and employs 13 people.
Measured Risk Portfolios, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bernard Aaron Surovsky Control | Chief Investment Officer | 50-75% | 2010 |
| Lawrence Douglas Kriesmer Control | President/Chief Compliance Officer | 50-75% | 2002 |
Frequently asked questions
How much does Measured Risk Portfolios, Inc. manage?
Measured Risk Portfolios, Inc. reports $597.2 million in regulatory assets under management on its Form ADV.
How many employees does Measured Risk Portfolios, Inc. have?
Measured Risk Portfolios, Inc. reports 13 employees.
Where is Measured Risk Portfolios, Inc. located?
Measured Risk Portfolios, Inc. is based in San Diego, CA and has been SEC-registered since 2014.
Does Measured Risk Portfolios, Inc. disclose fund performance?
Measured Risk Portfolios, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5230 Carroll Canyon Road, #224, San Diego, CA 92121 |
| Phone | 858-935-1125 |
| Fax | 858-452-3742 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$597.2M▲ 49%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,369 advisers
EmployeesTop 34%
More than 66% of 16,804 advisers
Assets under management
$597.2Mregulatory AUM
Discretionary $570.9MNon-discretionary $26.3M