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- Custodian
- Empower · Fidelity/NFS · John Hancock · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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