Preisz Financial

CRD 144469 · Portland, OR · $701.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 144469
SEC number: 801-115031
Firm type: RIA
Assets under management: $701.7M as of Mar 27, 2026
Website: www.preisz.com ↗
Phone: 503-224-1600
Address: 4525 Sw Condor Ave, Portland, OR, 97239

Advisors at this firm

9 in our index · page 1 of 1

Robert Collins BeswickCRD 1040843 · Portland, OR

IA RegisteredBroker
Carol Quillian BethuneCRD 4559410 · Portland, OR

IA RegisteredBroker
Thomas Leland DavenportCRD 5075210 · Portland, OR

IA RegisteredBroker
Geoffrey Denison LarocheCRD 4650867 · Portland, OR

IA RegisteredBroker
Michael Allen PreiszCRD 1722796 · Portland, OR

IA RegisteredBroker

Disclosure event(s) on record
William Allen PreiszCRD 6855850 · Portland, OR

IA RegisteredBroker
William Robert SampleCRD 6615291 · Portland, OR

IA RegisteredBroker
Jason David TanzCRD 7224816 · Portland, OR

IA RegisteredBroker
Christa WhitmanCRD 6135536 · Portland, OR

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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