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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BESWICK, ROBERT, COLLINS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BESWICK, ROBERT, COLLINS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BESWICK, ROBERT, COLLINS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BESWICK, ROBERT, COLLINS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COURTS, ADRIANA, RAMOS | I | ADVISOR | NA | |
| COURTS, ADRIANA, RAMOS | I | ADVISOR | NA | |
| COURTS, ADRIANA, RAMOS | I | ADVISOR | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| WOODS, LESLEY, J | I | ADVISOR SUPPORT SPECIALIST - ADMIN | NA | |
| PREISZ, MICHAEL, ALLEN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| PREISZ, MICHAEL, ALLEN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| PREISZ, MICHAEL, ALLEN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| PREISZ, MICHAEL, ALLEN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| PREISZ, MICHAEL, ALLEN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| PREISZ, MICHAEL, ALLEN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| PREISZ, MICHAEL, ALLEN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| PREISZ, MICHAEL, ALLEN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| PREISZ, MICHAEL, ALLEN | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| PREISZ, MICHAEL, ALLEN | I | PRESIDENT | E | Control |
| PREISZ, MICHAEL, ALLEN | I | PRESIDENT | D | Control |
| PREISZ, MICHAEL, ALLEN | I | PRESIDENT | D | Control |
| PREISZ, MICHAEL, ALLEN | I | PRESIDENT | D | Control |
| PREISZ, MICHAEL, ALLEN | I | PRESIDENT | D | Control |
| PREISZ, MICHAEL, ALLEN | I | PRESIDENT | D | Control |
| PREISZ, MICHAEL, ALLEN | I | PRESIDENT | D | Control |
| PREISZ, MICHAEL, ALLEN | I | PRESIDENT | D | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| DAVENPORT, THOMAS, LELAND | I | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | B | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | B | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | B | Control |
| PREISZ, WILLIAM, ALLEN | I | CCO/DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | B | Control |
| PREISZ, WILLIAM, ALLEN | I | CCO/DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | B | Control |
| PREISZ, WILLIAM, ALLEN | I | CCO/DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | B | Control |
| PREISZ, WILLIAM, ALLEN | I | CCO/DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | B | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
| PREISZ, WILLIAM, ALLEN | I | DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | A | Control |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (4)
CA OR TX WA
Address
4525 SW CONDOR AVEPORTLAND, OR 97239
United States
Phone: 503-224-1600