RIA Intelligence

LEDERER & ASSOCIATES INVESTMENT COUNSEL

CRD #110376 SEC #801-26228 LONG BEACH, CA 562-434-5305
SEC Registered
Total AUM
$244.3M
Discretionary
$244.3M
Employees
3
Clients
0
Accounts
137

AUM Over Time

DateDec 2025
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$242.8M
Discretionary$242.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$242.8M
Discretionary$242.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$216.8M
Discretionary$216.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$202.1M
Discretionary$202.1M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2016
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees3
Clients26
DateDec 2015
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees3
Clients26
DateDec 2014
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees3
Clients26
DateSep 2014
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees3
Clients26
DateMay 2014
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees3
Clients26
DateDec 2013
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees3
Clients26
DateDec 2012
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees3
Clients26
DateJan 2012
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees1
Clients26
DateDec 2010
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees5
Clients--