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
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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
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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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