LEDERER & ASSOCIATES INVESTMENT COUNSEL

5305 East 2nd Street
Suite 201
Long Beach, California 90803-5317
Tel: 562-434-5305

About LEDERER & ASSOCIATES INVESTMENT COUNSEL

LEDERER & ASSOCIATES INVESTMENT COUNSEL, formally registered with the SEC as LEDERER & ASSOCIATES INVESTMENT COUNSEL. The firm was established in 02/13/1986. They have over 1 offices throughout the country.

LEDERER & ASSOCIATES INVESTMENT COUNSEL is a Long Beach, California based Financial Planning firm with nearly $242,779,116 assets under management, offering retirement planning & investment advisory services to 71 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110376
SEC#	801-26228
Assets Managed by Firm	$242,779,116
No. of Clients	71
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	71	$242,779,116
Individuals (other than high net worth individuals)	31	$16,241,670
High net worth individuals	36	$189,504,774
Charitable organizations	4	$37,032,672

More Retirement Planning firms in Long Beach, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Long Beach, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.