Tech stack
No one at Preisz Financial has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Empower
Per Form ADV · $143M held · filed Jul 2024
LPL Financial
Per Form ADV · $131M held · filed Jul 2024
J
John Hancock Investment Management Distributors LLC
Per Form ADV · $96M held · filed Jul 2024
T
The Standard
Per Form ADV · $57M held · filed Jul 2024