RIA Intel›Advisers›California›LEDERER & ASSOCIATES INVESTMENT COUNSEL

LEDERER & ASSOCIATES INVESTMENT COUNSEL

Advisory

N·LONG BEACH, CA

Data as of Dec 9, 2024 · Source: SEC Form ADV

Total AUM
$244M
1-Year AUM Growth
+12.0%
3-Year CAGR
-0.1%
Employees
2
Assets Under Management
Total AUM$244M
Discretionary AUM$244M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients137
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record35
First FilingApr 18, 2001
Latest FilingDec 9, 2024
🔒 Full AUM trend chart and 35 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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