Mraz, Amerine & Associates, Inc.
Modesto, California
Mraz, Amerine & Associates, Inc., headquartered in Modesto, CA, is a distinguished investment advisory firm catering to over 350 individual clients. With a remarkable $586,806,000 in assets under management, they possess extensive expertise in handling diverse financial portfolios. While employer funds constitute a significant portion of their assets, 401K and individual accounts make up less than 30% of their portfolio. Notably, all the assets they manage are discretionary, ensuring a tailored approach to meet each client's unique investment goals.
With a strong focus on high-net-worth individuals, Mraz, Amerine & Associates, In...
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Assets Under Mgmt
$586.81M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Articles
Articles
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