LEDERER & ASSOCIATES INVESTMENT COUNSEL
SEC RegisteredAbout the firm
Lederer & Associates Investment Counsel has been managing equity, fixed-income, and balanced portfolios since 1986. The firm has served individual and institutional investors for more than a quarter of a century. The firm is not affiliated with any bank, broker-dealer, or mutual fund company and does not sell products nor earn commissions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed, customized equity, fixed-income, and balanced portfolios that are tailored based on client goals and objectives, with assets held in the client's name by an independent custodian. Management fees are fully disclosed and the firm's only source of revenue.
Who they serve
Individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans, including self-directed 401(k)s, IRAs, and IRA Rollovers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 45 | $15M |
| High Net Worth Individuals | 88 | $191M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5 million | 1.00% |
| Next $5 million | 0.75% |
| Balance above $10 million | 0.50% |
Data as of December 8, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEDERER & ASSOCIATES INVESTMENT COUNSEL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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