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Building 2PREISZ FINANCIAL

Map pinPORTLAND, OR
Phone503-224-1600
NotebookSEC #801-115031
Total AUM
$701.7M
Employees
10
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4525 SW CONDOR AVE
PORTLAND
OR 97239
United States
Operating Hours
8-5
Monday - Friday
Phone
503-224-1600

ReceiptFinancials

Total AUM
$701.7M
Accounts
352
Discretionary
$410.3M
Accounts
106
Non-Discretionary
$291.4M
Accounts
246

ContactClients

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Individual Clients
195
AUM
$61.2M
HNW Individual Clients
49
AUM
$93M
Pension/Profit Sharing Plan Clients
102
AUM
$547.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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