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MRAZ AND ASSOCIATES

MODESTO, CA · CRD 158338 · IAPD ↗ · mrazandassociates.com · (209) 593-5870

$917.5MRegulatory AUM
5Advisory reps
6Employees
4Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — MRAZ AND ASSOCIATES notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
February 2026 — MRAZ AND ASSOCIATES notice-filed in CO, ID, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — MRAZ AND ASSOCIATES changed its website from mrazamerine.com to mrazandassociates.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
April 2024 — MRAZ, AMERINE & ASSOCIATES, INC. is now doing business as MRAZ AND ASSOCIATES.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.