# Mraz, Amerine & Associates

Mraz, Amerine & Associates is a Bank / Wealth / Trust based in Modesto, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Modesto, United States
- **Region:** North America
- **Address:** 1120 13th Street, Suite C, Modesto, CA 95354, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** www.mrazamerine.com

## Regulatory record

- **Reports private funds:** No

## About

Mraz, Amerine & Associates was founded in 2007 and is headquartered in Modesto, California. The firm provides investment advisory services to individuals, high-net-worth individuals, and business entities. Its capability set centers on retirement planning, financial planning, and tailored portfolio management. The firm operates from a single location, with client interaction anchored in a model that prioritizes individual service. The firm constructs portfolios around a value-oriented investment philosophy developed through internal research. Core disciplines include allocation strategy, tax-efficient management, and risk monitoring. Services span broad financial planning, though the firm does not publicly name specific portfolio companies, fund commitments, or co-investors. Geographic focus appears concentrated in California's Central Valley, given the firm's physical footprint and community presence. The firm's operational scale is not publicly disclosed. Key metrics — total assets under management, deployment figures, and professional headcount — are not published on the firm's website or in regulatory filings. Mraz, Amerine & Associates offers no adjacent vehicles such as philanthropic foundations, operating companies, or peer-network memberships that define a distinct structural posture. No operational events within the last 24 months are accessible from public records. Mraz, Amerine & Associates maintains a deliberately narrow structure: a single office, a lean client-facing model, and an advisory methodology rooted in direct relationships. The firm makes no structural claims around institutional sales, co-investment clubs, or external GP platforms, distinguishing it as a traditional boutique rather than a scaled asset manager or family office.

## Questions

### What investment philosophy does Mraz, Amerine & Associates follow?

The firm states it applies a value-oriented investment philosophy and builds customized portfolios based on each client's personal and financial goals. It emphasizes tax-efficient management and risk monitoring as central to its process, though it does not publish specific benchmarks or performance metrics.

### Does Mraz, Amerine & Associates manage assets for institutional investors?

The firm's disclosed client base includes individuals, high-net-worth individuals, and business entities. There is no public indication that it solicits or manages capital for institutional allocators such as pensions, endowments, or foundations.

### What asset classes does the firm allocate to?

The firm does not publish a breakdown of asset-class exposure. It discusses allocation strategy and risk management in general terms on its website but provides no detail on public-equity, fixed-income, alternative, or private-market weightings.

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Last updated: 2026-07-06T00:36:24.560Z

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