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PREISZ FINANCIAL
PREISZ ASSOCIATES, INC.
CRD 144469 · SEC 801-115031
4525 SW CONDOR AVE, PORTLAND, OR, 97239, United States
Phone
503-224-1600
Fax
503-274-8003
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$701.7M
Discretionary AUM
$410.3M
Team
10 total employees; 8 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $61.2M |
| High net worth individuals | 49 | $93.0M |
| Pension/profit sharing plans | 102 | $547.5M |
States served
OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD