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Lederer & Associates Investment Counsel

● SEC registered since 1986CRD 110376SEC# 801-26228Long Beach, CA
Export (members)
Reg. AUM
$242.8M
Employees
3
Accounts
146
Location
Long Beach, CA

Lederer & Associates Investment Counsel assets under management

Lederer & Associates Investment Counsel is an SEC-registered investment adviser based in Long Beach, CA. The firm has been registered since 1986. It reports $242.8 million in regulatory assets under management and employs 3 people.

Lederer & Associates Investment Counsel owners & executives

5 reported
NameTitleOwnershipSince
Brian Christopher ByrneOperations AdministratorUnder 5%2013
Darin Wynn BemisChief Compliance OfficerUnder 5%2004
Ral Holdings ControlHolding CompanyOver 75%1986
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Frequently asked questions

How much does Lederer & Associates Investment Counsel manage?

Lederer & Associates Investment Counsel reports $242.8 million in regulatory assets under management on its Form ADV.

How many employees does Lederer & Associates Investment Counsel have?

Lederer & Associates Investment Counsel reports 3 employees.

Where is Lederer & Associates Investment Counsel located?

Lederer & Associates Investment Counsel is based in Long Beach, CA and has been SEC-registered since 1986.

Does Lederer & Associates Investment Counsel disclose fund performance?

Lederer & Associates Investment Counsel is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5305 East 2nd Street, Suite 201, Long Beach, CA 90803-5317
Phone562-434-5305
Fax562-434-5306
Office hours7a.m.-4p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1089707
Discloses disciplinary historyNo

Assets under management

Discretionary$242.8M
Non-discretionary$0
Total (RAUM)$242.8M