Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > modesto > MRAZ AND ASSOCIATES
MRAZ AND ASSOCIATES
1120 13th Street
Suite C
Modesto, California 95354
Tel: (209) 593-5870
About MRAZ AND ASSOCIATES
MRAZ AND ASSOCIATES, formally registered with the SEC as MRAZ AND ASSOCIATES. The firm was established in 09/22/2011. They have over 1 offices throughout the country.
MRAZ AND ASSOCIATES is a Modesto, California based Financial Planning firm with nearly $652,513,277 assets under management, offering retirement planning & investment advisory services to 1410 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158338 |
| SEC# | 801-72742 |
| Assets Managed by Firm | $652,513,277 |
| No. of Clients | 1410 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1410 | $652,513,277 |
| Individuals (other than high net worth individuals) | 326 | $107,773,723 |
| High net worth individuals | 180 | $511,297,126 |
| Pension and profit sharing plans | 16 | $21,822,720 |
| Charitable organizations | 4 | $6,337,848 |
| Corporations or other businesses | 1 | $5,281,860 |
More Retirement Planning firms in Modesto, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Modesto, California