LONG BEACH, CACRD 110376Latest ADV December 8, 2025
Lederer & Associates Investment Counsel is an SEC registered investment adviser organized as a corporation with a primary office location in Long Beach, CA. Its latest Form ADV filing, dated December 8, 2025, reports $244M in regulatory assets under management, 3 employees, and 137 accounts.
Assets Under Management
$244M
Employees
3
Offices
--
Total Clients
137
Primary office
LONG BEACH, CA
5305 EAST 2ND STREET, SUITE 201, LONG BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.2% of total clients.
Top client categories% of clientsClients
1
HNWI
64.2%
88
2
Individuals
32.8%
45
3
Charitable
2.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$244Mas of December 8, 2025
Discretionary100.0%
$244M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$244M
Total Accounts137
10Y AUM Change+$70M (+39.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.