Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel (CRD# 110376) is a financial advisory firm headquartered in Long Beach, CA. They manage $216,783,371 in 74 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lederer & Associates Investment Counsel
By the Numbers
-
Total Assets Under Management217MILLION
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Total Number of Accounts74ACCOUNTS
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Average Account Value$2,929,505
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lederer & Associates Investment Counsel
1
Darin Bemis (CRD# 2250447) is an Investment Advisor Representative working at Lederer & Associates Investment Counsel in Long Beach, CA and has over 31 years of experience in the finance industry.
2
Richard Lederer (CRD# 4383533) is an Investment Advisor Representative working at Lederer & Associates Investment Counsel in Long Beach, CA and has 1 year of experience in the finance industry.
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