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LEDERER & ASSOCIATES INVESTMENT COUNSEL
CRD 110376File 801-26228
APPROVED
Retail clients
Filing as of Dec 8, 2025
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.