# PREISZ ASSOCIATES, INC.

PREISZ ASSOCIATES, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 144469
- Type: SEC-registered investment adviser
- SEC file number: 801-115031
- Location: 4525 SW CONDOR AVE, PORTLAND, OR, 97239
- Phone: 503-224-1600
- Latest filing: 2026-03-27
- Regulatory AUM: $701.7M
- Discretionary AUM: $410.3M
- Non-discretionary AUM: $291.4M
- Clients: 10
- Accounts: 352

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Michael Allen Preisz | PRESIDENT | — |
| Thomas Leland Davenport | CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |
| William Allen Preisz | CCO/DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | — |
| WOODS MICHAEL J | ADVISOR SUPPORT SPECIALIST - ADMIN | — |
| PREISZ MICHAEL ALLEN | CCO/DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER; DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER; OWNER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| DAVENPORT THOMAS LELAND | CHIEF INVESTMENT OFFICER, SHAREHOLDER | — |
| BESWICK ROBERT COLLINS | CHIEF COMPLIANCE OFFICER | — |
| COURTS ADRIANA RAMOS | ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144469/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144469/similar
- Related entities: https://search.stillhousedata.com/firm/144469/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144469

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.