Lederer & Associates Investment Counsel
● SEC registered since 1986CRD 110376SEC# 801-26228Long Beach, CA
Reg. AUM
$244.3M
Employees
3
Accounts
137
Location
Long Beach, CA
Lederer & Associates Investment Counsel assets under management
Lederer & Associates Investment Counsel is an SEC-registered investment adviser based in Long Beach, CA. The firm has been registered since 1986. It reports $244.3 million in regulatory assets under management and employs 3 people.
Lederer & Associates Investment Counsel owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Christopher Byrne | Operations Administrator | Under 5% | 2013 |
| Darin Wynn Bemis | Chief Compliance Officer | Under 5% | 2004 |
| Ral Holdings Control | Holding Company | Over 75% | 1986 |
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Join to unlock · $37/moFrequently asked questions
How much does Lederer & Associates Investment Counsel manage?
Lederer & Associates Investment Counsel reports $244.3 million in regulatory assets under management on its Form ADV.
How many employees does Lederer & Associates Investment Counsel have?
Lederer & Associates Investment Counsel reports 3 employees.
Where is Lederer & Associates Investment Counsel located?
Lederer & Associates Investment Counsel is based in Long Beach, CA and has been SEC-registered since 1986.
Does Lederer & Associates Investment Counsel disclose fund performance?
Lederer & Associates Investment Counsel is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5305 East 2nd Street, Suite 201, Long Beach, CA 90803-5317 |
| Phone | 562-434-5305 |
| Fax | 562-434-5306 |
| Office hours | 7a.m.-4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1089707 |
| Discloses disciplinary history | No |
Regulatory AUM
$244.3M▲ 1%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$244.3Mregulatory AUM
Discretionary $244.3M