RIA Intel›Advisers›California›MEASURED RISK PORTFOLIOS, INC.

MEASURED RISK PORTFOLIOS, INC.

Advisory

N·SAN DIEGO, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$597M
1-Year AUM Growth
+24.1%
3-Year CAGR
+12.6%
Employees
4
Assets Under Management
Total AUM$597M
Discretionary AUM$571M
Non-Discretionary AUM$26M
Discretionary %95.6%
Total Clients711
Team
Total Employees4
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record34
First FilingNov 21, 2006
Latest FilingMar 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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