Measured Risk Portfolios, Inc. (San Diego)

Name: Measured Risk Portfolios, Inc.
Address: 5405 Morehouse Drive, San Diego, CA, 92121
Telephone: 858-935-1125

Measured Risk Portfolios, Inc. is a large advisory firm based in San Diego. It manages $137.99 million of regulatory assets for 529 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Florida, and 10 other states.

Measured Risk Portfolios provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as life, health, accident insurance sales.

Measured Risk Portfolios: assets under management

The assets under management (AUM) of Measured Risk Portfolios, Inc. is $137.99 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $134.9 million in discretionary accounts and $3.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $260.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $257.43 thousand.

Measured Risk Portfolios has custody of $87.43 million in cash and securities for 200 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 37% of the total AUM. The second-largest asset type is government bonds, which make up 22% of the firm’s portfolio. Investments in investment and business development companies form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Measured Risk Portfolios, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lawrence Douglas Kriesmer serves?

The firm provides services to individuals, insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Lawrence Douglas Kriesmer is high net worth individuals with 72 clients and $63.69 million of assets under management. Among the 10 most similar advisory firms, Measured Risk Portfolios has the 4th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $137.99 million for 482 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Measured Risk Portfolios doesn't advise any private funds.

Careers at Measured Risk Portfolios, Inc.

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There are 7 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Lawrence Douglas Kriesmer has been acting as President since 1 Sep 2002. Bernard Aaron Surovsky has served as the Chief Investment Officer since 1 Jan 2010.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Douglas Kriesmer	President/chief compliance officer	1 Sep 2002	50% - 75%	1574511
Bernard Aaron Surovsky	Chief investment officer	1 Jan 2010	50% - 75%	2750659

Based in San Diego

The principal office where Measured Risk Portfolios, Inc. performs its advisory services is located at 5405 Morehouse Drive, San Diego, CA 92121, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-935-1125 or by fax 858-452-3742. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at kingsroadinc.com.