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MEASURED RISK PORTFOLIOS
MEASURED RISK PORTFOLIOS, INC.
CRD 141422 · SEC 801-80124
5230 CARROLL CANYON ROAD, #224, SAN DIEGO, CA, 92121, United States
Phone
858-935-1125
Fax
858-452-3742
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$597.2M
Discretionary AUM
$570.9M
Team
13 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 625 | $198.6M |
| High net worth individuals | 168 | $259.3M |
| Investment companies | 1 | $124.5M |
| Pension/profit sharing plans | 6 | $2.6M |
| Charitable organizations | 2 | $694K |
| Insurance companies | 2 | $9.4M |
| Corporations/business entities | 8 | $2.1M |
States served
AZ, CA, CO, GA, ID, IL, MD, NV, NM, NY, NC, OR, PA, SC, TN, UT, VA, MO, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD