PREISZ FINANCIAL
Portland, United States · CRD 144469
SEC-registered investment adviser since 2019 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$701.7m
- Main clients (by assets)Pension plans 78%, High net worth individuals 13%, Individuals 9%
- Websitepreisz.com
- Form ADV · 2026-03-27SEC adviser record
- Kindinstitutions
- Others nearbyPortland, OR
As an employer
- Staff (Form ADV)10 · 8 in investment roles
- Offices in1 country