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Preisz Associates, Inc.

● SEC registered since 2019CRD 144469SEC# 801-115031Portland, OR
Export (members)
Reg. AUM
$612.8M
Employees
9
Accounts
485
Location
Portland, OR

Preisz Associates, Inc. assets under management

Preisz Associates, Inc. is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2019. It reports $612.8 million in regulatory assets under management and employs 9 people.
www.preisz.comView on SEC.gov ↗

Preisz Associates, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Michael Allen Preisz ControlPresident50-75%2000
Thomas Leland Davenport ControlChief Investment Officer, Shareholder10-25%2018
William Allen Preisz ControlCco/Director, Retirement Plan Services, Shareholder10-25%2018

Frequently asked questions

How much does Preisz Associates, Inc. manage?

Preisz Associates, Inc. reports $612.8 million in regulatory assets under management on its Form ADV.

How many employees does Preisz Associates, Inc. have?

Preisz Associates, Inc. reports 9 employees.

Where is Preisz Associates, Inc. located?

Preisz Associates, Inc. is based in Portland, OR and has been SEC-registered since 2019.

Does Preisz Associates, Inc. disclose fund performance?

Preisz Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4525 SW Condor Ave, Portland, OR 97239
Phone503-224-1600
Fax503-274-8003
Office hours5-Aug
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$324.3M
Non-discretionary$288.5M
Total (RAUM)$612.8M