PREISZ FINANCIAL
Legal Name: PREISZ ASSOCIATES, INC.
Other Info
Preisz Associates, Inc., also known as Preisz Financial, is an Oregon-based corporation that specializes in financial advisory services. With 10 employees, including 6 advisory personnel, the firm's SEC status is listed as approved. While the exact number of clients served is unknown, Preisz Associates maintains a reputation for providing expert financial analysis to its clients.
Investment Management & Strategic Wealth Planning | Preisz Financial
We are dedicated to providing financial planning, investment management, and strategic wealth planning that fits your needs, visit us at our Portland office today.
Direct Owners
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LESLEY J WOODS
ADVISOR SUPPORT SPECIALIST - ADMIN owns less than 5%
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MICHAEL ALLEN PREISZ
OWNER, CHIEF COMPLIANCE OFFICER owns 75% or more
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THOMAS LELAND DAVENPORT
CHIEF INVESTMENT OFFICER, SHAREHOLDER owns more than 10% but less than 25%
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WILLIAM ALLEN PREISZ
DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER owns more than 5% but less than 10%