RIA Intel›Advisers›Texas›LEDERGERBER MARICELA MARTINEZ

LEDERGERBER MARICELA MARTINEZ

Advisory

N·HOUSTON, TX

Data as of Jun 22, 2012 · Source: SEC Form ADV

Total AUM

$28M

1-Year AUM Growth

-22.2%

3-Year CAGR

-4.0%

Employees

0

Assets Under Management

Total AUM$28M

Discretionary AUM$20M

Non-Discretionary AUM$8M

Discretionary %71.4%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingFeb 27, 2001

Latest FilingJun 22, 2012

🔒 Full AUM trend chart and 18 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEDERGERBER MARICELA MARTINEZ

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.