Mraz and Associates

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Mraz and Associates — overview

Assets Under Management

Type

Wealth Manager

Location

Modesto, CA, US

Alternative Asset Classes

-

About

Mraz and Associates is a US-based wealth manager and a registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning & consulting, retirement planning, education planning, tax & estate planning, cash flow management, insurance planning, portfolio management, investment management, and wealth management. The services are offered to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other business entities.

Mraz and Associates - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Investment Officer/OwnerModesto, USGEN
Chief Financial Officer/OwnerModesto, USGEN
Chief Compliance Officer/Owner, Chief Executive OfficerModesto, USGEN
Investment Advisor RepresentativeModesto, USGEN

Showing 4 of 4 known decision makers Mraz and Associates

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