MEASURED FINANCIAL

MEASURED FINANCIAL of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 305720). Regulatory assets under management: $67.7M.

Registration

• CRD: 305720
• Type: Registered investment adviser
• Location: 3017 DOUGLAS BLVD,, ROSEVILLE, CA, 95661
• Phone: 916-975-3700
• Latest filing: 2026-02-22
• Regulatory AUM: $67.7M
• Non-discretionary AUM: $67.7M
• Clients: 3
• Accounts: 548

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305720 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search