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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-22-2011
- Office Locations
- 1
Office Locations
About Mraz AND Associates
Mraz and Associates is a Modesto, CA RIA serving retail and institutional clients with customized investment plans built on a value-oriented, research-driven approach and high-touch service. Portfolios are primarily implemented with ETFs alongside mutual funds and U.S. government/agency bonds, and the firm provides broader financial planning support, including estate and risk management. Custody is held at Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID FREDERICK MRAZ
Chief Investment Officer
- CRD
- #809949
- Ownership
- 25% but less than 50%
GLORIA D MRAZ
CPA
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Angela Gabriela Gomez Guerrero
--
- CRD
- #8026604
BENJAMIN OSBORN JOHNSON
--
- CRD
- #6433993
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $917,491,815 | $711,786 |
| Non-Discretionary | $0 | -- |
| Total | $917,491,815 | $711,786 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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