Preisz Financial
Preisz Financial (CRD# 144469) is a financial advisory firm headquartered in Portland, OR. They manage $552,892,135 in 475 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management553MILLION
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Total Number of Accounts475ACCOUNTS
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Average Account Value$1,163,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, OR, TX, WA
Robert Beswick (CRD# 1040843) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 39 years of experience in the finance industry.
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.
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.
Geoffrey Laroche (CRD# 4650867) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 21 years of experience in the finance industry.
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.
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.