PREISZ ASSOCIATES, INC.
Legal name: PREISZ FINANCIAL
CRD #144469 SEC #801-115031 PORTLAND, OR 503-224-1600
SEC Registered
Total AUM
$612.8M
Discretionary
$324.3M
Employees
9
Clients
26
Accounts
485
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $612.8M | $324.3M | $288.5M | 9 | 0 |
| Mar 2025 | $612.8M | $324.3M | $288.5M | 9 | 0 |
| Jul 2024 | $552.9M | $277.2M | $275.7M | 9 | 0 |
| Mar 2024 | $552.9M | $277.2M | $275.7M | 9 | 0 |
| May 2023 | $480.8M | $238.4M | $242.4M | 9 | 4 |
| Mar 2023 | $480.8M | $238.4M | $242.4M | 9 | 4 |
| Mar 2022 | $568.2M | $291.8M | $276.4M | 9 | 4 |
| Sep 2021 | $492.9M | $247.3M | $245.6M | 9 | 4 |
| Apr 2021 | $492.9M | $247.3M | $245.6M | 9 | 4 |
| Mar 2021 | $492.9M | $247.3M | $245.6M | 9 | 4 |
| Feb 2021 | $418.7M | $181M | $237.7M | 9 | 4 |
| Jul 2020 | $418.7M | $181M | $237.7M | 9 | 4 |
| Jul 2020 | $418.7M | $181M | $237.7M | 9 | 4 |
| Jun 2020 | $418.7M | $181M | $237.7M | 9 | 4 |
| Mar 2020 | $418.7M | $181M | $237.7M | 9 | 4 |
| Mar 2020 | $418.7M | $181M | $237.7M | 9 | 4 |
| Mar 2019 | $411.1M | $183.7M | $227.5M | 10 | 0 |
DateOct 2025
Total AUM$612.8M
Discretionary$324.3M
Non-Disc.$288.5M
Employees9
Clients0
DateMar 2025
Total AUM$612.8M
Discretionary$324.3M
Non-Disc.$288.5M
Employees9
Clients0
DateJul 2024
Total AUM$552.9M
Discretionary$277.2M
Non-Disc.$275.7M
Employees9
Clients0
DateMar 2024
Total AUM$552.9M
Discretionary$277.2M
Non-Disc.$275.7M
Employees9
Clients0
DateMay 2023
Total AUM$480.8M
Discretionary$238.4M
Non-Disc.$242.4M
Employees9
Clients4
DateMar 2023
Total AUM$480.8M
Discretionary$238.4M
Non-Disc.$242.4M
Employees9
Clients4
DateMar 2022
Total AUM$568.2M
Discretionary$291.8M
Non-Disc.$276.4M
Employees9
Clients4
DateSep 2021
Total AUM$492.9M
Discretionary$247.3M
Non-Disc.$245.6M
Employees9
Clients4
DateApr 2021
Total AUM$492.9M
Discretionary$247.3M
Non-Disc.$245.6M
Employees9
Clients4
DateMar 2021
Total AUM$492.9M
Discretionary$247.3M
Non-Disc.$245.6M
Employees9
Clients4
DateFeb 2021
Total AUM$418.7M
Discretionary$181M
Non-Disc.$237.7M
Employees9
Clients4
DateJul 2020
Total AUM$418.7M
Discretionary$181M
Non-Disc.$237.7M
Employees9
Clients4
DateJul 2020
Total AUM$418.7M
Discretionary$181M
Non-Disc.$237.7M
Employees9
Clients4
DateJun 2020
Total AUM$418.7M
Discretionary$181M
Non-Disc.$237.7M
Employees9
Clients4
DateMar 2020
Total AUM$418.7M
Discretionary$181M
Non-Disc.$237.7M
Employees9
Clients4
DateMar 2020
Total AUM$418.7M
Discretionary$181M
Non-Disc.$237.7M
Employees9
Clients4
DateMar 2019
Total AUM$411.1M
Discretionary$183.7M
Non-Disc.$227.5M
Employees10
Clients0