← Directory
LEDERER & ASSOCIATES INVESTMENT COUNSEL
CRD 110376File 801-26228
APPROVED
Retail clients
Filing as of Dec 8, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$244.3M
Below cohort median (national)
Discretionary AUM
$244.3M
Clients
137
137 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 13, 1986
- Principal office
- 5305 EAST 2ND STREET, SUITE 201, LONG BEACH, CA, 90803-5317
- Phone
- 562-434-5305
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $244.3M
- Discretionary AUM
- $244.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 137
- Non-discretionary accounts
- 0
- Total accounts
- 137
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $38.4M |
| High net worth individuals | 88 | $190.5M |
| Individuals (other than high net worth individuals) | 45 | $15.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 146 | 137 | decreased by9 |
| Jan 1, 2026 | AUM | $242,779,116 | $244,306,687 | increased by$1,527,571 |
| Jan 1, 2026 | Accounts | 146 | 137 | decreased by9 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 71 | 146 | increased by75 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 71 | 146 | increased by75 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 81 | 71 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $243,576,990 | $242,779,116 | decreased by$797,874 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 81 | 71 | decreased by10 |
| Jan 1, 2022 | AUM | $206,481,373 | $243,576,990 | increased by$37,095,617 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEDERER ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEDERER ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.