Unclaimed Profile

Michael Allen Preisz

PREISZ ASSOCIATES, INC.·PORTLAND, Oregon

Clean recordPREISZ ASSOCIATES, INC.

4525 SW CONDOR AVE, PORTLAND, OR 97239CRD# 1722796Firm CRD# 144469

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Allen Preisz · PORTLAND, OR

Registration

CRD #1722796 · PREISZ ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Allen Preisz is a registered financial advisor based in PORTLAND, Oregon, affiliated with PREISZ ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PREISZ ASSOCIATES, INC.

PREISZ FINANCIAL

AUM

$553M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PREISZ ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1722796

Firm CRD# 144469

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Allen Preisz offer?

Michael Allen Preisz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Michael Allen Preisz's credentials?

Michael Allen Preisz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Allen Preisz located?

Michael Allen Preisz is based in PORTLAND, Oregon, working with PREISZ ASSOCIATES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Michael Allen Preisz charge for services?

Michael Allen Preisz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREISZ ASSOCIATES, INC.?

PREISZ ASSOCIATES, INC. has approximately 9 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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