|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Preisz Associates Inc
✚
|
|
|---|---|
| CRD # | 144469 |
| SEC # | 801-115031 |
| CIK # | |
| AUM | $612.8 M (2025-03-31) |
| Employees | 9 (78% Investors, 78% Brokers) |
| Phone | 503-224-1600 |
| Address | 4525 SW Condor Ave Portland, OR 97239 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 62.9 |
| (b) Individuals (high net worth individuals) | 36 | 69.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 99 | 480.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 485 | 612.8 |
| By Discretionary | ||
| Discretionary | 94 | 324.3 |
| Non-Discretionary | 391 | 288.5 |
| Total | 485 | 612.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 612.7 | |
| Total | 485 | 612.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MTM Financial Group LLC
✚
|
PA | 0.6 |
|
Dividend Assets Capital LLC
✚
|
SC | 0.6 |
|
Financial Management Strategies Inc
✚
|
OH | 0.6 |
|
Darwin Wealth Management LLC
✚
|
FL | 0.6 |
|
G A Repple & Company
✚
|
FL | 0.6 |
|
Legacy Capital Group California Inc
✚
|
CA | 0.6 |
|
Sageguard Financial Group LLC
✚
|
TN | 0.6 |
|
Sovereign Wealth Advisors LLC
✚
|
TX | 0.6 |
|
Verde Capital Management Inc
✚
|
MI | 0.6 |
|
American Independent Securities Group LLC
✚
|
ID | 0.6 |