Unclaimed Profile

William Allen Preisz

PREISZ ASSOCIATES, INC.·PORTLAND, Oregon

Clean recordPREISZ ASSOCIATES, INC.

4525 SW CONDOR AVE, PORTLAND, OR 97239CRD# 6855850Firm CRD# 144469

Profile Verification

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

Identity

William Allen Preisz · PORTLAND, OR

Registration

CRD #6855850 · PREISZ ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William 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# 6855850

Firm CRD# 144469

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Frequently Asked Questions

What services does William Allen Preisz offer?

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

What are William Allen Preisz's credentials?

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

Where is William Allen Preisz located?

William 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 William Allen Preisz charge for services?

William 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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