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Building 2LEDERER & ASSOCIATES INVESTMENT COUNSEL

Map pinLONG BEACH, CA
Phone562-434-5305
NotebookSEC #801-26228
Total AUM
$244.3M
Employees
3
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5305 EAST 2ND STREET
SUITE 201
LONG BEACH
CA 90803-5317
United States
Operating Hours
7AM-4PM
Monday - Friday
Phone
562-434-5305

ReceiptFinancials

Total AUM
$244.3M
Accounts
137
Discretionary
$244.3M
Accounts
137
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$15.3M
HNW Individual Clients
88
AUM
$190.5M
Charitable Organization Clients
4
AUM
$38.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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