PREISZ FINANCIAL

RIASEC RegisteredEst. 2019

Total AUM

$702M

Discretionary

$410M

58% of AUM

Avg account

$2M

Accounts

352

Employees

Advisory reps

Firm details

Headquarters: PORTLAND, Oregon
CRD number: 144469
Registered since: April 18, 2019
Website: www.preisz.com
Custodians: LPL FINANCIAL LLC, EMPOWER FINANCIAL SERVICES, INC., JOHN HANCOCK DISTRIBUTORS LLC, THE STANDARD
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans78.02%
HNWI13.25%
Individuals8.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Preisz Financial is an independent, owner-operated registered investment adviser that serves individuals, families and institutional clients. The firm acts as a capital allocator: it manages discretionary portfolios while also selecting and overseeing third‑party managers when clients require outsourced or specialist solutions. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting support, and educational seminars. Investment behavior is tilted heavily toward pooled public vehicles rather than concentrated single-stock bets. The firm is not an active ESG investor and does not present itself as a multistate adviser. Fee arrangements are flexible, including percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements, which supports both ongoing wealth management relationships and project‑based planning work.