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MEASURED RISK PORTFOLIOS, INC.

UUID04724e7e-c03a-5563-822e-818cbd9cf23a
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 141422 141422 1.0
sec_file_number 801-80124 801-80124

Profile

WebsiteHTTP://WWW.KINGSROADINC.COM
HQ CitySAN DIEGO
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • MEASURED RISK PORTFOLIOS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)399,968,279.0
  • RAUM (discretionary)365,941,631.0
  • Actionable assets207,185,298.0
  • Accounts1,456.0

Institutional Clients

  • Government AUM
  • Pension AUM2,594,718.0
  • Charitable AUM563,575.0
  • HNW AUM194,024,985.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.