Lederer & Associates Investment Counsel

$244.3MAssets under management
as of Dec 2025 · SEC Form ADV
Long Beach, CA
Visit website
2 people on Advicer connected to this.

Tech stack

No one at Lederer & Associates Investment Counsel has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Lederer & Associates Investment Counsel's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $243M held · filed Dec 2024