PREISZ ASSOCIATES, INC.
Doing business as PREISZ FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$701,681,920
Discretionary
$410,250,889
Non-discretionary
$291,431,031
Firm details
- CRD number
- 144469
- SEC file number
- 801-115031
- Main office
- PORTLAND, OR, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTPS://WWW.PREISZ.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.