Preisz Associates, Inc. (Portland)

Name: Preisz Associates, Inc.
Address: 4525 Sw Condor Ave, Portland, OR, 97239
Telephone: 503-224-1600

Preisz Associates, Inc. is a large advisory firm based in Portland. It manages $411.14 million of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Oregon, Texas, and Washington.

Preisz Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Preisz Associates: assets under management

The assets under management (AUM) of Preisz Associates, Inc. is $411.14 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $183.65 million in discretionary accounts and $227.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.96 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $779.05 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Preisz Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Preisz Associates serves?

The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Preisz Associates is pension and profit sharing plans with 65 clients and $341.97 million of assets under management. Among the 11 most similar advisory firms, Preisz Associates has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $411.14 million for 214 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Preisz Associates doesn't advise any private funds.

Careers at Preisz Associates, Inc.

The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in Portland

The principal office where Preisz Associates, Inc. performs its advisory services is located at 4525 Sw Condor Ave, Portland, OR 97239, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-224-1600 or by fax 503-274-8003. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at preisz.com.