LEDERER & ASSOCIATES INVESTMENT COUNSEL
Firm details
- Headquarters
- LONG BEACH, California
- CRD number
- 110376
- Registered since
- February 13, 1986
- Website
- lederer-associates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.99%
- Charitable Organizations15.73%
- Individuals6.27%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lederer & Associates Investment Counsel is a small, SEC-registered investment advisory firm that has been operating since 1986. The firm manages portfolios for both individual and family clients as well as institutional and business accounts, charging fees based on a percentage of assets under management. Its advisory focus is traditional portfolio management rather than pension consulting or ESG-driven investing, and it reports as a single-state adviser without related advisers or an identified role as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds22%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1RICHARD LEDERER
President and Chief Investment OfficerCRD 4383533
Contacts
2 of 2DARIN BEMIS
Portfolio Manager, AnalystCRD 2250447
BRIAN BYRNE
Operations AdministratorCRD 6260707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$12.2M in ETFs
100%
$12.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.8M | 6,523 | 22.92% |
Location
LONG BEACH, CA
LOS ANGELES
Location
LONG BEACH, CA
Headquartered in LONG BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 5305 E 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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