Measured Risk Portfolios, Inc.
- Regulatory AUM
- $597M
- Discretionary
- $571M
- Clients
- 812
- Avg AUM / client
- $735K
- Accounts
- 1,601
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Apr 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 625 | $199M | 33.3% |
| High net worth individuals | 168 | $259M | 43.4% |
| Investment companies | 1 | $124M | 20.8% |
| Pension and profit sharing plans | 6 | $2.6M | 0.43% |
| Charitable organizations | 2 | $694K | 0.12% |
| Insurance companies | 2 | $9.4M | 1.58% |
| Corporations and other businesses | 8 | $2.1M | 0.35% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Douglas Kriesmer | President/Chief Compliance Officer | Chartered Financial Consultant | Sep 2002 (24y) | 50% – 75% |
| Bernard Aaron Surovsky | Chief Investment Officer | Jan 2010 (17y) | 50% – 75% | |
| Alexander William Flecker | Registered representative | CFP | Feb 2025 (1y) | |
| Garrett Mancuso | Registered representative | Jan 2026 (1y) | ||
| Andrew M Clayton | Registered representative | Feb 2026 (0y) | ||
| Anthony Salvatore Bileddo | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $431M (72% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗