Mraz, Amerine & Associates, Inc.
● SEC registered since 2011CRD 158338SEC# 801-72742Modesto, CA
Reg. AUM
$917.5M
Employees
6
Accounts
1,289
Location
Modesto, CA
Mraz, Amerine & Associates, Inc. assets under management
Mraz, Amerine & Associates, Inc. operates as an SEC-registered investment adviser based in Modesto, CA. The firm has been registered since 2011. It reports $917.5 million in regulatory assets under management and employs 6 people.
Mraz, Amerine & Associates, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Frederick Mraz Control | Shareholder | 25-50% | 2011 |
| Deidre Michelle Mraz Control | Shareholder/Chief Compliance Officer | 10-25% | 2011 |
| Gloria D Mraz Control | Shareholder | 25-50% | 2011 |
Frequently asked questions
How much does Mraz, Amerine & Associates, Inc. manage?
Mraz, Amerine & Associates, Inc. reports $917.5 million in regulatory assets under management on its Form ADV.
How many employees does Mraz, Amerine & Associates, Inc. have?
Mraz, Amerine & Associates, Inc. reports 6 employees.
Where is Mraz, Amerine & Associates, Inc. located?
Mraz, Amerine & Associates, Inc. is based in Modesto, CA and has been SEC-registered since 2011.
Does Mraz, Amerine & Associates, Inc. disclose fund performance?
Mraz, Amerine & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1120 13th Street, Suite C, Modesto, CA 95354 |
| Phone | (209) 593-5870 |
| Fax | (209) 593-5877 |
| Office hours | Mon-Thurs 8:00 a.m. To 5:00 p.m.; Fri 8:00a.m. - 3:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1542324 |
| Discloses disciplinary history | No |
Regulatory AUM
$917.5M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$917.5Mregulatory AUM
Discretionary $917.5M