PREISZ ASSOCIATES, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 144469). Regulatory assets under management: $701.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |