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MRAZ AND ASSOCIATES
MRAZ, AMERINE & ASSOCIATES, INC.
CRD 158338 · SEC 801-72742
1120 13TH STREET, SUITE C, MODESTO, CA, 95354, United States
Phone
(209) 593-5870
Fax
(209) 593-5877
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$917.5M
Discretionary AUM
$917.5M
Team
6 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 252 | $100.2M |
| High net worth individuals | 221 | $772.5M |
| Pension/profit sharing plans | 9 | $26.6M |
| Charitable organizations | 2 | $8.1M |
| Corporations/business entities | 3 | $10.0M |
States served
CA, CO, ID, WA, TX
All web addresses on file
Official SEC filing: View on IAPD