SEC Form ADV

PREISZ FINANCIAL

Registered Investment AdviserOR
$701.7M
Assets Under Management
352
Total Clients
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Registration Details

Accession
CRD-144469
Location
PORTLAND, OR
Filing Date
March 27, 2026
AUM
$701.7M
Total Clients
352
Amendment
No

About this Adviser

PREISZ FINANCIAL is a registered investment adviser headquartered in PORTLAND, OR, managing approximately $701.7M in assets across 352 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.