Preisz Financial

Preisz Financial (CRD# 144469) is a financial advisory firm headquartered in Portland, OR. They manage $480,797,782 in 440 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    481
    MILLION
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $1,092,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Preisz Financial
Showing 1 - 6 of 6 top financial advisors.
1
Robert C. Beswick
CRD#: 1040843
4525 Sw Condor Ave, Portland, OR 97239

Robert Beswick (CRD# 1040843) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 38 years of experience in the finance industry.

2
Carol Q. Bethune
CRD#: 4559410
4525 Sw Condor Ave, Portland, OR 97239

Carol Bethune (CRD# 4559410) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 21 years of experience in the finance industry.

3
Thomas L. Davenport
CRD#: 5075210
4525 Sw Condor Ave, Portland, OR 97239

Thomas Davenport (CRD# 5075210) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 18 years of experience in the finance industry.

4
Geoffrey D. Laroche
CRD#: 4650867
4525 Sw Condor Ave, Portland, OR 97239

Geoffrey Laroche (CRD# 4650867) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 20 years of experience in the finance industry.

5
Michael A. Preisz
CRD#: 1722796
4525 Sw Condor Ave, Portland, OR 97239

Michael Preisz (CRD# 1722796) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 36 years of experience in the finance industry.

6
William A. Preisz
CRD#: 6855850
4525 Sw Condor Ave, Portland, OR 97239

William Preisz (CRD# 6855850) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 5 years of experience in the finance industry.

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