Overview
Assets Under Management: $702 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 49
Average Client Assets: $1.9 million
Frequently Asked Questions
PREISZ FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144469), PREISZ FINANCIAL is subject to fiduciary duty under federal law.
PREISZ FINANCIAL is headquartered in PORTLAND, OR.
PREISZ FINANCIAL serves 49 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, PREISZ FINANCIAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PREISZ FINANCIAL manages $702 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, PREISZ FINANCIAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.25%
Average Client Assets: $1.9 million
Total Client Accounts: 352
Discretionary Accounts: 106
Non-Discretionary Accounts: 246
Regulatory Filings
CRD Number: 144469
Filing ID: 2075493
Last Filing Date: 2026-03-27 14:44:55