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| Lederer & Associates Investment Counsel
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|---|---|
| CRD # | 110376 |
| SEC # | 801-26228 |
| CIK # | 0001089707 |
| AUM | 244.3 M (2025-12-08) |
| 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) | |
|---|---|---|---|
| Broadcom Inc | 4.3 | ||
| Facebook Inc | 3.5 | ||
| Visa Inc | 3.3 | ||
| Cisco Systems Inc | 3.0 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Johnson & Johnson | 2.8 | ||
| AbbVie Inc | 2.7 | ||
| Automatic Data Processing Inc | 2.6 | ||
| Corning Inc /NY | 2.6 | ||
| BlackRock Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 15.3 |
| (b) Individuals (high net worth individuals) | 88 | 190.5 |
| (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 | 38.4 |
| (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 | 137 | 244.3 |
| By Discretionary | ||
| Discretionary | 137 | 244.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 137 | 244.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.3 | |
| Total | 137 | 244.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001089707] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Merrion Investment Management Co LLC
✚
|
NJ | 244.8 M |
|
MJR Financial LLC
✚
|
TX | 244.7 M |
|
Clear Ridge Wealth Management LLC
✚
|
MI | 244.6 M |
|
Boyce & Associates Wealth Consulting Inc
✚
|
TX | 244.6 M |
|
Bazis Private Wealth LLC
✚
|
NE | 244.1 M |
|
Richardson Wealth USA Limited
✚
|
243.9 M | |
|
CFO Capital Management LLC
✚
|
CT | 243.9 M |
|
Ares Financial Consulting LLC
✚
|
CA | 243.9 M |
|
Invera Wealth Advisors LLC
✚
|
243.8 M | |
|
Foundation Capital Management LLC
✚
|
PA | 243.8 M |