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- Custodian
- Empower · Fidelity/NFS · John Hancock · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-19-2007
- Office Locations
- 1
Office Locations
About Preisz Financial
Preisz Financial is an independent, fiduciary RIA in Portland, OR serving individuals and business owners with transparent planning and portfolio advice. The team offers a one-stop shop for employee benefits and retirement plans (life/disability insurance, 401(k) and profit-sharing), alongside objective investment research and asset allocation using a broad mix of funds/ETFs, fixed income and alternatives. Staff tenure averages 10+ years.
Reported data analysis
What the numbers show
Between October 9, 2025 and March 27, 2026, reported AUM increased 14.5%, from $612.8M to $701.7M.
Across 5 reported observations, AUM increased 23.5% between March 16, 2022 and March 27, 2026, from $568.2M to $701.7M.
Of the latest reported AUM, 58.5% is discretionary and 41.5% is non-discretionary.
The firm reports 8 advisory representatives and 346 clients, or 43.3 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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Owner & Executives
MICHAEL ALLEN PREISZ
President
- CRD
- #1722796
- Ownership
- 50% but less than 75%
THOMAS LELAND DAVENPORT
Chief Investment Officer
- CRD
- #5075210
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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ROBERT COLLINS BESWICK
Financial Advisor
- CRD
- #1040843
CAROL QUILLIAN BETHUNE
--
- CRD
- #4559410
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $410,250,889 | $3,870,291 |
| Non-Discretionary | $291,431,031 | $1,184,679 |
| Total | $701,681,920 | $1,993,415 |
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Separately Managed Accounts
SMA allocation detail is available
Preisz Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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