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| Keyboard |
| Preisz Associates Inc
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|---|---|
| CRD # | 144469 |
| SEC # | 801-115031 |
| CIK # | |
| AUM | 701.7 M (2026-03-27) |
| Employees | 10 (80% Investors, 80% Brokers) |
| Phone | 503-224-1600 |
| Address | 4525 SW Condor Ave Portland, OR 97239 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 61.2 |
| (b) Individuals (high net worth individuals) | 49 | 93.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 102 | 547.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 701.7 |
| By Discretionary | ||
| Discretionary | 106 | 410.3 |
| Non-Discretionary | 246 | 291.4 |
| Total | 352 | 701.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 701.7 | |
| Total | 352 | 701.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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