PREISZ FINANCIAL - Financial Advisor in Oregon, Portland

Tel: 503-224-1600 4525 Sw Condor Ave Portland, Oregon 97239

About PREISZ FINANCIAL

PREISZ FINANCIAL is a Portland, Oregon based financial advisory firm with nearly $552,892,135 in assets under management and provides investment advisory services for 475 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

144469

Firm SEC#:

801-115031

Assets Under Management:

$552,892,135

No. of Clients:

475

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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