Lederer & Associates Investment Counsel

Trust Score 95%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Lederer & Associates Investment Counsel, federally registered in 1986, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 2 advisors. Lederer & Associates Investment Counsel manages $187.2 million and provides investment advisory services for 74 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $2,529,486
Hybrid Advisor No
Disciplinary History No
Total AUM $187.2 million
Advisor / Client Ratio 1:37
Headquarters Long Beach, CA
SEC Filings Forms and Brochures    (CRD # 110376)
State(s) Registered CA

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