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Gloria D Mraz

MRAZ, AMERINE & ASSOCIATES, INC.·MODESTO, California
Unclaimed Profile
1120 13TH STREET, MODESTO, CA 95354CRD# 5987619Firm CRD# 158338
01

About

Gloria D Mraz is a registered financial advisor based in MODESTO, California, affiliated with MRAZ, AMERINE & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MRAZ, AMERINE & ASSOCIATES, INC.
MRAZ AND ASSOCIATES
AUM
$653M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at MRAZ, AMERINE & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5987619
Firm CRD# 158338
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gloria D Mraz offer?
Gloria D Mraz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MODESTO, California for a consultation.
What are Gloria D Mraz's credentials?
Gloria D Mraz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gloria D Mraz located?
Gloria D Mraz is based in MODESTO, California, working with MRAZ, AMERINE & ASSOCIATES, INC.. Their office serves clients in the MODESTO metropolitan area and surrounding communities.
How does Gloria D Mraz charge for services?
Gloria D Mraz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MRAZ, AMERINE & ASSOCIATES, INC.?
MRAZ, AMERINE & ASSOCIATES, INC. has approximately 8 employees and manages $653M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MODESTO
Deidre Mraz Johnson — MRAZ, AMERINE & ASSOCIATES, INC.David Frederick Mraz — MRAZ, AMERINE & ASSOCIATES, INC.Adam Michael Zagaris — FAT DONKEY, INC.Thomas Michael Oliveira — OLIVEIRA WEALTH, LLCDebra Ann Brown — OLIVEIRA WEALTH, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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