Mraz, Amerine & Associates, Inc.

Mraz, Amerine & Associates, Inc. (CRD# 158338) is a financial advisory firm headquartered in Modesto, CA. They manage $380,916,780 in 1,951 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    1,951
    ACCOUNTS
  • Average Account Value
    $195,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX, WI

Financial Advisors at Mraz, Amerine & Associates, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
William L. Amerine
CRD#: 4063394
1120 13th Street, Suite K, Modesto, CA 95354
93
Wealthminder
score

William Amerine (CRD# 4063394) is an Investment Advisor Representative working at Mraz, Amerine & Associates, Inc. in Modesto, CA and has over 16 years of experience in the finance industry.

2
Andrew J. Dignan
CRD#: 5912679
1120 13th Street, Suite K, Modesto, CA 95354
93
Wealthminder
score

Andrew Dignan (CRD# 5912679) is an Investment Advisor Representative working at Mraz, Amerine & Associates, Inc. in Modesto, CA and has over 5 years of experience in the finance industry.

3
David F. Mraz
CRD#: 809949
1120 13th Street, Suite K, Modesto, CA 95354
93
Wealthminder
score

David Mraz (CRD# 809949) is an Investment Advisor Representative working at Mraz, Amerine & Associates, Inc. in Modesto, CA and has over 31 years of experience in the finance industry.

4
Deidre M. Mraz
CRD#: 5215952
1120 13th Street, Suite K, Modesto, CA 95354
93
Wealthminder
score

Deidre Mraz (CRD# 5215952) is an Investment Advisor Representative working at Mraz, Amerine & Associates, Inc. in Modesto, CA and has over 10 years of experience in the finance industry.

5
Benjamin O. Johnson
CRD#: 6433993
1120 13th Street, Suite K, Modesto, CA 95354
88
Wealthminder
score

Benjamin Johnson (CRD# 6433993) is an Investment Advisor Representative working at Mraz, Amerine & Associates, Inc. in Modesto, CA and has 1 year of experience in the finance industry.

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