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- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- CrestInsight
- Established Date
- 11-20-2019
- Office Locations
- 1
Office Locations
About Measured Financial
Measured Financial is a California-based advisor focused on goal-based financial advising and retirement planning, including portfolio management, asset allocation, debt management, wealth management and asset protection. The firm highlights expanding client portfolios with alternative approaches beyond traditional stock-market exposure and also allocates SMA assets to ETFs and public funds. Securities are offered through Whitehall-Parker Securities (FINRA/SIPC).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC J CHMIELEWSKI
Advisor, Chief Compliance Officer, Managing Member, Owner
- CRD
- #6323297
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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ALEXANDER M GIBBS
Financial Advisor
- CRD
- #7069599
Steven Louis Sanders
Advisor, Owner
- CRD
- #5135416
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $67,740,000 | -- |
| Total | $67,740,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,740,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $555,760,890 | 16.7% |
| Public Funds | $818,665,742 | 24.6% |
| Cash | $459,251,514 | 13.8% |
| Equity - OTC | $752,107,552 | 22.6% |
| Corporate - Investment Grade | $219,642,028 | 6.6% |
| Other | $522,481,794 | 15.7% |
| Total | $3,327,909,520 | 100.0% |