MEASURED RISK PORTFOLIOS, INC.
Legal name: MEASURED RISK PORTFOLIOS
CRD #141422 SEC #801-80124 SAN DIEGO, CA 858-935-1125
SEC Registered
Total AUM
$400M
Discretionary
$365.9M
Employees
10
Clients
0
Accounts
1,456
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $400M | $365.9M | $34M | 10 | 0 |
| Sep 2024 | $297.8M | $275.2M | $22.7M | 8 | 0 |
| May 2024 | $297.8M | $275.2M | $22.7M | 8 | 0 |
| Mar 2024 | $297.8M | $275.2M | $22.7M | 8 | 0 |
| Sep 2023 | $240M | $233.9M | $6.1M | 6 | 45 |
| Mar 2023 | $240M | $233.9M | $6.1M | 6 | 45 |
| Mar 2022 | $262.1M | $259.1M | $3M | 5 | 149 |
| Mar 2021 | $197.5M | $193.2M | $4.3M | 5 | 127 |
| Sep 2020 | $151.4M | $146.8M | $4.6M | 6 | 127 |
| Jun 2020 | $151.4M | $146.8M | $4.6M | 6 | 127 |
| Feb 2020 | $151.4M | $146.8M | $4.6M | 6 | 127 |
| Nov 2019 | $138M | $134.9M | $3.1M | 6 | 116 |
| Apr 2019 | $138M | $134.9M | $3.1M | 6 | 116 |
| Mar 2019 | $138M | $134.9M | $3.1M | 6 | 116 |
| Mar 2018 | $156M | $151.3M | $4.7M | 6 | 5 |
| Sep 2017 | $160M | $156M | $4M | 7 | 500 |
| Mar 2017 | $122.9M | $119.5M | $3.4M | 8 | 500 |
| Sep 2016 | $125.7M | $120.9M | $4.8M | 7 | 500 |
| Feb 2016 | $125.7M | $120.9M | $4.8M | 7 | 500 |
| Jan 2016 | $131M | $124.1M | $6.9M | 8 | 200 |
| Mar 2015 | $131M | $124.1M | $6.9M | 8 | 200 |
| Jul 2014 | $101.6M | $101.5M | $86K | 5 | 200 |
| Aug 2012 | $43.4M | $43.4M | $0 | 1 | 26 |
| Jul 2012 | $43.4M | $43.4M | $0 | 1 | 26 |
| Jul 2012 | $43.4M | $43.4M | $0 | 1 | 26 |
| Jun 2012 | $33.9M | $33.9M | $0 | 1 | 26 |
| May 2012 | $33.9M | $33.9M | $0 | 1 | 26 |
| Apr 2012 | $33.9M | $33.9M | $0 | 1 | 26 |
| Mar 2011 | $29.9M | $29.9M | $0 | 5 | -- |
| Mar 2010 | $25.3M | $24.1M | $1.2M | 5 | -- |
| Mar 2009 | $27.1M | $21.8M | $5.3M | 5 | -- |
| May 2007 | $26.4M | $18.9M | $7.5M | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$400M
Discretionary$365.9M
Non-Disc.$34M
Employees10
Clients0
DateSep 2024
Total AUM$297.8M
Discretionary$275.2M
Non-Disc.$22.7M
Employees8
Clients0
DateMay 2024
Total AUM$297.8M
Discretionary$275.2M
Non-Disc.$22.7M
Employees8
Clients0
DateMar 2024
Total AUM$297.8M
Discretionary$275.2M
Non-Disc.$22.7M
Employees8
Clients0
DateSep 2023
Total AUM$240M
Discretionary$233.9M
Non-Disc.$6.1M
Employees6
Clients45
DateMar 2023
Total AUM$240M
Discretionary$233.9M
Non-Disc.$6.1M
Employees6
Clients45
DateMar 2022
Total AUM$262.1M
Discretionary$259.1M
Non-Disc.$3M
Employees5
Clients149
DateMar 2021
Total AUM$197.5M
Discretionary$193.2M
Non-Disc.$4.3M
Employees5
Clients127
DateSep 2020
Total AUM$151.4M
Discretionary$146.8M
Non-Disc.$4.6M
Employees6
Clients127
DateJun 2020
Total AUM$151.4M
Discretionary$146.8M
Non-Disc.$4.6M
Employees6
Clients127
DateFeb 2020
Total AUM$151.4M
Discretionary$146.8M
Non-Disc.$4.6M
Employees6
Clients127
DateNov 2019
Total AUM$138M
Discretionary$134.9M
Non-Disc.$3.1M
Employees6
Clients116
DateApr 2019
Total AUM$138M
Discretionary$134.9M
Non-Disc.$3.1M
Employees6
Clients116
DateMar 2019
Total AUM$138M
Discretionary$134.9M
Non-Disc.$3.1M
Employees6
Clients116
DateMar 2018
Total AUM$156M
Discretionary$151.3M
Non-Disc.$4.7M
Employees6
Clients5
DateSep 2017
Total AUM$160M
Discretionary$156M
Non-Disc.$4M
Employees7
Clients500
DateMar 2017
Total AUM$122.9M
Discretionary$119.5M
Non-Disc.$3.4M
Employees8
Clients500
DateSep 2016
Total AUM$125.7M
Discretionary$120.9M
Non-Disc.$4.8M
Employees7
Clients500
DateFeb 2016
Total AUM$125.7M
Discretionary$120.9M
Non-Disc.$4.8M
Employees7
Clients500
DateJan 2016
Total AUM$131M
Discretionary$124.1M
Non-Disc.$6.9M
Employees8
Clients200
DateMar 2015
Total AUM$131M
Discretionary$124.1M
Non-Disc.$6.9M
Employees8
Clients200
DateJul 2014
Total AUM$101.6M
Discretionary$101.5M
Non-Disc.$86K
Employees5
Clients200
DateAug 2012
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$25.3M
Discretionary$24.1M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2009
Total AUM$27.1M
Discretionary$21.8M
Non-Disc.$5.3M
Employees5
Clients--
DateMay 2007
Total AUM$26.4M
Discretionary$18.9M
Non-Disc.$7.5M
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--