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- Custodian
- Interactive Brokers · Morgan Stanley · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-22-2017
- Office Locations
- 2
Office Locations
About Measured Strategies LLC
Measured Strategies LLC provides financial planning, investment management, and tax planning/tax return preparation. The firm begins with a consultation to define goals and risk profile, then recommends an asset-allocation strategy and builds diversified portfolios using individual securities supported by its own research and analysis. Portfolios are continuously monitored, periodically rebalanced, and delivered with customizable reporting.
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Owner & Executives
John Casey Gunther Jr.
Chief Compliance Officer, Managing Member
- CRD
- #7214278
- Ownership
- 50% but less than 75%
ESTEBAN HERNANDEZ
Chief Compliance Officer, Managing Member
- CRD
- #4862852
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,960,973 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,960,973 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,960,973
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,839,070,323 | 38.3% |
| Cash | $2,008,846,103 | 27.1% |
| Municipal Bonds | $2,564,799,822 | 34.6% |
| Total | $7,412,716,248 | 100.0% |