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MRAZ AND ASSOCIATES
MODESTO, CA
(209) 593-5870
SEC #801-72742Total AUM
$917.5M
Employees
6Clients
487Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1120 13TH STREET
SUITE C
MODESTO
CA 95354
United States
SUITE C
MODESTO
CA 95354
United States
Operating Hours
MON-THURS 8:00 AM TO 5:00 PM; FRI 8:00AM - 3:00PM
Monday - Friday
Monday - Friday
Phone
(209) 593-5870
Financials
Total AUM
$917.5M
Accounts
1,289Discretionary
$917.5M
Accounts
1,289Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
252AUM
$100.2M
HNW Individual Clients
221AUM
$772.5M
Pension/Profit Sharing Plan Clients
9AUM
$26.6M
Charitable Organization Clients
2AUM
$8.1M
Corporation or Business Clients
3AUM
$10M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOIDTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.