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PREISZ ASSOCIATES, INC.
PREISZ ASSOCIATES, INC.
PREISZ FINANCIAL
PORTLAND, Oregon
·
6 registered advisors
·
CRD# 144469
SEC# 801-115031
0
503-224-1600
01
Firm Overview
AUM
$553M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PREISZ ASSOCIATES, INC.
6 registered advisors
Adriana Ramos Courts
PORTLAND, Oregon
CRD# 5620856
Lesley J Woods
PORTLAND, Oregon
CRD# 5133435
Michael Allen Preisz
PORTLAND, Oregon
CRD# 1722796
Robert Collins Beswick
PORTLAND, Oregon
CRD# 1040843
Thomas Leland Davenport
PORTLAND, Oregon
CRD# 5075210
William Allen Preisz
PORTLAND, Oregon
CRD# 6855850
05
Office Locations
PORTLAND, Oregon
6 advisors
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Data sourced from SEC Form ADV filings. PREISZ ASSOCIATES, INC. (CRD# 144469) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.