Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel is an SEC-registered wealth manager in Long Beach, CA with $244.3M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Lederer & Associates Investment Counsel: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110376, SEC 801-26228, data through 2025-12-08.
- AUM (assets under management / regulatory AUM)
- $244.3M (2025-12-08)
- Firm type
- Wealth Manager
- Location
- Long Beach, CA
- Employees
- 3
- Clients
- 137
- CRD
- 110376
- Ownership
- RAL HOLDINGS; BAILEY, NANCY, LEIGH; BEMIS, DARIN, WYNN; LEDERER, RICHARD, ALLEN; BYRNE, BRIAN, CHRISTOPHER
How much AUM does Lederer & Associates Investment Counsel have?
Lederer & Associates Investment Counsel reported $244.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-08).
Who owns Lederer & Associates Investment Counsel?
Disclosed owners and executives of Lederer & Associates Investment Counsel include RAL HOLDINGS, BAILEY, NANCY, LEIGH, BEMIS, DARIN, WYNN, LEDERER, RICHARD, ALLEN, BYRNE, BRIAN, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.