Mraz, Amerine & Associates, Inc.
● SEC registered since 2011CRD 158338SEC# 801-72742Modesto, CA
Reg. AUM
$917.5M
Employees
6
Accounts
1,289
Location
Modesto, CA
About Mraz, Amerine & Associates
Mraz, Amerine & Associates provides value-oriented investing solutions combining thorough research with individual service. It gets to know clients' personal and financial goals, then crafts customized investment approaches.
Summary based on the firm’s website.
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, monthlySep '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$917.5Mregulatory AUM
Discretionary $917.5M