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 an independent, corporation-structured RIA that has been registered with the SEC since 1986. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals, small businesses, and institutional or business clients. The firm identifies equities as its primary preference and does not position itself as a capital allocator or an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$13.5M in ETFs
100%
$13.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.5M | 6,523 | 18.44% |
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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