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MRAZ, AMERINE & ASSOCIATES, INC.

UUIDbc2bdc6f-e8fd-570b-b67a-10f0779b69e5
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 158338 158338 1.0
cik 0001542324 1542324
sec_file_number 801-72742 801-72742

Profile

Websitehttp://www.mrazandassociates.com/
HQ CityMODESTO
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • MRAZ AND ASSOCIATES adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)784,862,351.0
  • RAUM (discretionary)784,862,351.0
  • Actionable assets668,424,982.0
  • Accounts1,406.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM26,348,872.0
  • Charitable AUM7,066,897.0
  • HNW AUM627,421,288.0

As of 2025-05-12 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.