RIA IntelAdvisersCaliforniaMRAZ, AMERINE & ASSOCIATES, INC.

MRAZ, AMERINE & ASSOCIATES, INC.

Advisory

N·MODESTO, CA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM
$785M
1-Year AUM Growth
0.0%
3-Year CAGR
+9.2%
Employees
6
Assets Under Management
Total AUM$785M
Discretionary AUM$785M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients507
Team
Total Employees6
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record34
First FilingSep 9, 2011
Latest FilingJan 5, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 15+ years
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Registration
Status
Registration Date
SEC RegisteredYes
Exempt ReportingNo
Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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