Lederer & Associates Investment Counsel

Lederer & Associates Investment Counsel (CRD# 110376) is a financial advisory firm headquartered in Long Beach, CA. They manage $170,675,673 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $2,370,495
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lederer & Associates Investment Counsel
Showing 1 - 2 of 2 top financial advisors.
1
Darin W. Bemis
CRD#: 2250447
111 West Ocean Blvd., #1350, Long Beach, CA 90802
96
Wealthminder
score

Darin Bemis (CRD# 2250447) is an Investment Advisor Representative working at Lederer & Associates Investment Counsel in Long Beach, CA and has over 24 years of experience in the finance industry.

2
Richard A. Lederer
CRD#: 4383533
111 West Ocean Blvd. #1350, Long Beach, CA 90802
87
Wealthminder
score

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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