Preisz Associates, Inc.
● SEC registered since 2019CRD 144469SEC# 801-115031Portland, OR
Reg. AUM
$701.7M
Employees
10
Accounts
352
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 $701.7 million in regulatory assets under management and employs 10 people.
Preisz Associates, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Allen Preisz Control | President | 50-75% | 2000 |
| Thomas Leland Davenport Control | Chief Investment Officer, Shareholder | 10-25% | 2018 |
| William Allen Preisz Control | Cco/Director, Retirement Plan Services, Shareholder | 10-25% | 2018 |
Frequently asked questions
How much does Preisz Associates, Inc. manage?
Preisz Associates, Inc. reports $701.7 million in regulatory assets under management on its Form ADV.
How many employees does Preisz Associates, Inc. have?
Preisz Associates, Inc. reports 10 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
| Address | 4525 SW Condor Ave, Portland, OR 97239 |
| Phone | 503-224-1600 |
| Fax | 503-274-8003 |
| Office hours | 8-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$701.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$701.7Mregulatory AUM
Discretionary $410.3MNon-discretionary $291.4M