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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lederer & Associates Investment Counsel
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| CRD # | 110376 |
| SEC # | 801-26228 |
| CIK # | 0001089707 |
| AUM | $242.8 M (2024-12-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 562-434-5305 |
| Address | 5305 East 2nd Street Long Beach, CA 90803-5317 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 5.1 | ||
| Facebook Inc | 5.1 | ||
| Alphabet Inc | 4.4 | ||
| VISA Inc | 4.0 | ||
| Automatic Data Processing Inc | 3.5 | ||
| Broadcom Inc | 3.4 | ||
| BlackRock Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Netflix Inc | 2.5 | ||
| Stryker Corp | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 16.2 |
| (b) Individuals (high net worth individuals) | 36 | 189.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 37.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 242.8 |
| By Discretionary | ||
| Discretionary | 71 | 242.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 71 | 242.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.8 | |
| Total | 71 | 242.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001089707] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bancolombia Capital Advisers LLC
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|
FL | 0.2 |
|
PFC Capital Group Inc
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|
CA | 0.2 |
|
Vestment Financial LLC
✚
|
MN | 0.2 |
|
McNaughton Wealth Management LLC
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|
CA | 0.2 |
|
Doceo Wealth LLC
✚
|
ID | 0.2 |
|
Successful Portfolios LLC
✚
|
FL | 0.2 |
|
Berry Wealth Group LP
✚
|
TX | 0.2 |
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |
|
Financial Independence LLC
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|
RI | 0.2 |
|
Palisades Investment Partners LLC
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|
CA | 0.2 |