PREISZ FINANCIAL

4525 Sw Condor Ave
Portland, Oregon 97239
Tel: 503-224-1600

About PREISZ FINANCIAL

PREISZ FINANCIAL, formally registered with the SEC as PREISZ FINANCIAL. The firm was established in 04/18/2019. They have over 1 offices throughout the country.

PREISZ FINANCIAL is a Portland, Oregon based Financial Planning firm with nearly $552,892,135 assets under management, offering retirement planning & investment advisory services to 475 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144469
SEC#	801-115031
Assets Managed by Firm	$552,892,135
No. of Clients	475
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	475	$552,892,135
Individuals (other than high net worth individuals)	201	$65,221,182
High net worth individuals	30	$58,557,794
Pension and profit sharing plans	100	$429,113,159

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