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PREISZ ASSOCIATES, INC., CRD 144469
PORTLAND, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CAROL QUILLIAN BETHUNE | Certified Financial Planner | PORTLAND, OR | 19 | 23 | 1 | yes |
| MICHAEL ALLEN PREISZ | Certified Financial Planner | PORTLAND, OR | 19 | 39 | n/a | yes |
| ROBERT COLLINS BESWICK | Certified Financial Planner|Chartered Financial Consultant | PORTLAND, OR | 16 | 41 | n/a | yes |
| GEOFFREY DENISON LAROCHE | Certified Financial Planner | PORTLAND, OR | 13 | 23 | 2 | yes |
| THOMAS LELAND DAVENPORT | Chartered Financial Analyst | PORTLAND, OR | 13 | 20 | n/a | yes |
| WILLIAM ALLEN PREISZ | n/a | PORTLAND, OR | 7 | 10 | n/a | yes |
| Christa Whitman | n/a | PORTLAND, OR | 1 | 10 | n/a | yes |
| Jason David Tanz | n/a | PORTLAND, OR | 1 | 11 | n/a | yes |
| William Robert Sample | Certified Financial Planner | PORTLAND, OR | 0 | 10 | 3 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DAVENPORT, THOMAS, LELAND | CHIEF INVESTMENT OFFICER, SHAREHOLDER | B | yes | 12/2018 | Mar 19, 2019 | Jul 19, 2024 |
| PREISZ, MICHAEL, ALLEN | President | D | yes | 06/2000 | Mar 19, 2019 | Jul 19, 2024 |
| PREISZ, WILLIAM, ALLEN | CCO/DIRECTOR, RETIREMENT PLAN SERVICES, SHAREHOLDER | B | yes | 12/2018 | Mar 19, 2019 | Jul 19, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $702M | $410M | 10 | 8 | 0 | n/a | n/a |
| 2024 | Mar 31, 2025 | $613M | $324M | 9 | 7 | 0 | n/a | n/a |
| 2023 | Mar 30, 2024 | $553M | $277M | 9 | 6 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $481M | $238M | 9 | 6 | 0 | n/a | n/a |
| 2021 | Mar 16, 2022 | $568M | $292M | 9 | 7 | 0 | n/a | n/a |
| 2020 | Mar 18, 2021 | $493M | $247M | 9 | 6 | 0 | n/a | n/a |
| 2019 | Mar 27, 2020 | $419M | $181M | 9 | 6 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $702M | $613M | 14.5% | $481M | 13.4% | 10 | 9 | 0 | 0 |