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 corporate advisory firm that has been operating since 1986. The firm provides discretionary portfolio management for individuals, small businesses and institutions, charging fees as a percentage of assets under management. Its client base skews toward high‑net‑worth individuals and private businesses rather than a large retail footprint. Lederer is not registered as a multi‑state adviser, does not position itself as an ESG investor, and does not report acting as a pension consultant or 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 1
Richard Lederer
President and Chief Investment OfficerCRD 4383533
Contacts
2 of 2
Darin 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
$13.1M in ETFs
100%
$13.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.4M | 6,523 | 18.30% |
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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